Glenda Moehlenpah photo with Financial Bridges logo

Glenda Moehlenpah CPA, CFP®

 

Financial Bridges

12975 Brookprinter Place, Suite 140, Poway, CA 92064

 

Phone: 858-486-0100

 

Email: glenda@financialbridges.com

Website: www.FinancialBridges.com

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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