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getting organized

How long do I need to keep this paperwork?

The Paper Trail: How long do you need to keep your statements?

by Mary Kinkelaar |

With tax season in full force, this question keeps coming up: When can I get rid of these statements? Well, it depends. Perhaps you heard that you should retain copies of your federal tax returns for 7 years. Is that true, or a just myth? How long should you keep those quarterly and annual statements you get about your investment accounts? And how long should you keep bank statements before throwing them away? Tax … Read More

bank statements, cost basis, getting organized, Individual Retirement Account, investment records, IRS tax forms, roth ira, tax records, tax returns

MARY IN THE NEWS

US News & World Report - July 2016: Mary Deshong-Kinkelaar, CFP® was interviewed for Keep Your Money Goals on Track With a Midyear Financial Checkup

WGN TV Chicago: Mary Deshong-Kinkelaar, CFP® was interviewed for the Cover Story segment,Making a Pension Back Up Plan

Yahoo Finance: Mary Deshong-Kinkelaar, CFP® was interviewed for Financially Fit, Ask Farnoosh: What Do You Do After Maxing Out Your 401(k) and IRA?

Money Magazine: Mary Deshong-Kinkelaar, CFP® was quoted by Penelope Wang for Faster, Better or Cheaper personal finance strategies.

GetCurrency.com: Mary Deshong-Kinkelaar, CFP® was interviewed by Melissa Ezarik for her article, Post-Wedding Spending: Gift Money Matters, with a common sense approach to using money wedding gifts without feeling deprived.

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