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Schwartz Financial Associates, Inc

 

701 Route 73 North Suite 6, Marlton, NJ 08053

Phone: (856) 216-0390

 

Website: www.schwartz-financial.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


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Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.
Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Schwartz Financial Associates, Inc and LTM Marketing Specialists LLC 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.

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