How Long Should You Keep Financial Documents
Family Balance Sheet
AUGUST 17, 2011
It got to the point where I couldn't close the drawers of my filing cabinet, so I took some time to weed them out. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Insurance - sub-files would be Auto, Health, Home-Owners, Life, etc. Check for any discrepancies.
Let's personalize your content