Active Planning & Investment Solutions logo

2810 Fieldstream Drive North

Wilson, NC 27896

 

Phone: 252-237-4357

Fax: 252-243-2681

 

March/April 2024

How Long Should You Keep Them?

How Long Should You Keep Them

Follow these general guidelines for retaining important documents.


  • Personal Legal Documents: Forever

  • Tax Records: 7 – 10 Years

  • Bank Statements: 1 Year

  • Real Estate: 7 Years after Sale

  • Investments: 3 Years after Sale

  • Credit Card Statements: 60 Days

  • Self-employed Business Records: 6 Years or Longer


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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly licensed and registered. Securities offered through Avantax Investment Services, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services, Insurance services offered through an Avantax affiliated insurance agency. Not all products and services are offered by all financial professionals. Products and services listed may only be offered by properly licensed individuals.

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.