Dice Financial Services Group

1716 N. Sanborn Blvd, PO Box 790 Mitchell, SD 57301


Phone: 605-996-7171

Toll-free:  800-658-3603 


Website: www.dicefinancial.com

March/April 2019

How Long to Retain Documents

Organizing your financial records can help you find what you need this tax season. Begin by understanding how long you need to keep the following records, courtesy of the IRS:


3 YEARS
Minimum timeframe for most records provided you have reported all your income
4 YEARS
Employment tax records
6 YEARS
If you under-reported your income by at least 25%
7 YEARS
Claims for worthless securities or bad debt
INDEFINITELY
Documentation for years when you didn't file a tax return or filed a fraudulent one


SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox every month.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Securities offered through: Royal Alliance Associates, Inc. [ RAA], Member FINRA/SIPC. Insurance Services offered through Dice Financial Services Group. Advisory services offered through Dice Financial Investment Advisory, a registered investment advisor. 
Thomas J. Dice, Jerauld Garry, Michael LeBrun, and Jacquelyn Johnson are registered representatives of and offer securities products and services through RAA. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MN, MO, MT, NC, ND, NE, NY, OK, OR, SC, TX, UT, VA, WA, WI, and WY.  No offers may be made or accepted from any resident outside the specific states referenced.
Thomas J. Dice, Jerauld Garry, Michael LeBrun, and Jacquelyn Johnson are also separately registered as investment advisor representatives under Dice Financial Investment Advisory, a registered investment adviser, offering advisory services in the state of SD.
Thomas Dice offers additional investment advisory services through RAA.
Fixed and/or Traditional Insurance Services offered through Dice Financial Services Group.
Listed entities are not affiliated.
The broker-dealer [BD], investment advisor, BD agent or investment advisory [IA] rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor, BD agent or IA representative, a consumer should contact his or her stated securities law administrator. For securities information a consumer may also contact the Financial Industry Regulatory Authority (FINRA) at the following toll-free number: (800) 289-9999 or their web address www.finra.org. 

  Dice Financial Services Group and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.