4994 Lower Roswell Road NE, Suite 4, Marietta, GA 30068

 

Phone: 770-971-9141

 

Email: ifp@incompassfp.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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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Incompass Financial Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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