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How Long Should You Keep Financial Documents

Family Balance Sheet

AUGUST 17, 2011

A few years ago, I was just filing papers in my cabinet, but not purging along the way. So much is done electronically now, but there are documents where a paper copy is needed. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Check for any discrepancies.

Home Improvement 153
Home Improvement Taxes Credit Cards Bills 153
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Totally Money Blog Carnival #18 – 6 Ways to Save Money Edition

Prairie Eco-Thrifter

MAY 8, 2011

In fact, my husband and I just revamped our budget so that we can donate to charities even more each month. Ramsay presents Borrowing From Your 401k. Among the many benefits afforded to many 401k participants is the ability to borrow funds from the account for personal purposes. They are definitely worth a try.

Saving Money 232
Saving Money Money Credit Cards Insurance 232
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