Financial Records Retention

How long to keep financial records

Here are the rules and discussion for keeping or tossing various types of financial statements. Included are:

  • Tax records
  • Investment paperwork
  • Paycheck stubs
  • Consumer bills
  • Store receipts
  • Insurance policies
  • Credit reports
  • Warranties
  • Bank statements
  • ATM receipts
  • Canceled checks
  • Divorce papers
  • Birth certificates
  • IRA contributions
  • Marriage certificates
  • Custody agreements
  • Correspondence

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