How Long Should You Keep Financial Documents

Family Balance Sheet

Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Some Ideas For Keeping Your Financial Records Organized: For our personal taxes, we keep a present year file for tax deduction documents, such as receipts for charitable contributions, mortgage tax payments, receipts for school and real estate taxes, Goodwill donations, etc. This will help you avoid possible identity theft.

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