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2016-03-22: This site is being moved to my main site at https://kevininscoe.com/wiki as part of a consolidation to one domain.


http://lifehacker.com/192294/how-long-to-keep-financial-records

Finance blog Get Rich Slowly discusses which financial records you should keep on hand and for how long.

Keep any tax-related records for seven years.

Keep quarterly retirement/savings plan statements until you receive an annual statement. If the numbers match, shred the quarterlies and keep the annual summaries permanently.

Shred unimportant bank records after one year; keep the rest permanently.

Keep credit card receipts to reconcile with your statements, then keep the statements for seven years.

Paycheck stubs should be kept until you receive your end-of-year tax statements.


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Page last modified on April 19, 2009, at 10:59 AM EST