Money Talks


Money Talks: Record Keeping

Is paper cluttering up your home? Does it add to your stress rather than give you financial comfort? We’ll talk today about what important documents you should keep and for how long.

  • Where to store paper
  • Where to store digital
  • Tax returns and supporting documents
  • Pay stubs, bank statements, credit card statements
  • Utility bills
  • ATM receipts
  • Home purchase records
  • Home mortgage records
  • Rental records
  • Brokerage statements
  • What to keep forever
  • What else to keep
  • Dispose of paper
  • Safe digital records

IRS Topic number 305 Recordkeeping

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