Keep these for 1 month
|
|
Credit card receipts |
|
|
Sales receipts for minor purchases |
|
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Withdrawal and deposit slips |
Keep these for 1 year
|
|
Paycheck stubs |
|
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Monthly bank, credit card, mutual fund, brokerage and retirement account statements |
Keep these for 7 years
|
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Taxes returns |
|
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W-2's, 1099s and other
tax return items |
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Year end credit card statements, brokerage and mutual fund summaries |
Keep these indefinitely
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Receipts for major purchases |
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Real estate and residence records |
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Wills and trusts |
Keep these secure in a safe deposit box
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Birth and death certificates |
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Marriage licenses |
|
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Insurance policies |
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Divorce papers |
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