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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. Medical records should be filed by family member. This will help you avoid possible identity theft. Check for any discrepancies. Taxes with sub-files for each year.

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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

Wayne presents Unexpected Costs of Pet Ownership posted at Young Family Finance , saying, “Pet ownership can be quite expensive. Larry presents Identity theft protection posted at Objective Financial Planner , saying, “As a threat to your financial security, you should take the potential for identity theft very seriously.

Money 113
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Wayne presents Purpose of Budgeting posted at Young Family Finance , saying, “Are you left wondering why you should budget? Bob presents 401k Hardship Distributions: What you need to know posted at ChristianPF , saying, “Hopefully you don’t know what hardship distributions and hopefully you will never need to know.

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