Financial Documentation & Record Retention

Do You Know What Type of Financial Documentation to Retain?

Should you keep your tax returns indefinitely?

When can you shred retirement account information?

Do you need to save your medical bills?


Some Tips about Financial Documentation & Record Retention

  • Tax returns should be retained forever – supporting documentation needs to be kept for 7 years, in most cases.
  • Retirement account information must be retained indefinitely.
  • If you’re not using medical payments to support your deductions, you generally can shred them after a year.


Still Uncertain about Financial Records?

I Can Help

  • Determine what records need to be saved and what documentation can be shred
  • Organize your financial information


  Benefits to You

   • Peace of Mind  

   • Stress-relief    

   • $ Savings         

   • Goal Attainment