Spring Clean Your Finances (Page 3 of 11)
Categories: Family & Money Save More Taxes
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Financial Papers You Can Pitch
Once those papers are safely tucked away, grab your trash bag because here we go!
Type of Record Throw Out After… Accident reports/claims 7 years Back-up tax paperwork 10 years Bank reconciliations 1 year rolling Bank statements 3 years Brokerage statements Year-end only Contracts, notes & leases (expired) 7 years Credit card statements 1 year rolling Insurance policies (expired) 3 years Mutual fund statements (after sold) 3 years Paycheck stubs: normal 1 year Now maybe your home will be big enough for you, your family and your financial records!
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