I get asked this question a lot. Here is the answer that works for me. If you have any specific questions, or need details about an item, you can comment below or send me an email, and I will give you more details about that item. For today, here is the list:
Keep for 1 year or less:
- Bank statements
- Retirement / 401K Plan Statements
- Monthly Bills
- Credit Card Bills
- Paycheck Stub
- Insurance Policies
Keep for 7 years
- Copies of tax returns
Keep forever
- IRA Contributions
- Brokerage Statements
- Loan Documents
- Home improvement records
- Receipts for major purchases
- Savings Bonds
(source - www.bargaineering.com)
Have a terrific day!
Marsha Sims
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www.sortitout.net
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