About Us
Benefits Of Working With Us
Attorney Bios
Our Story
Our Blog
We Can Help
Asset Protection
Nursing Home Planning
Veterans Benefits
Estate Recovery
Probate & After Death Administration
Trust and Estate Planning
Death And Estate Tax Planning
Start Here
Attend a FREE Seminar
Request a FREE Consultation
For Families
For Care Facilities
F.A.Q.
The Library
In The News
Articles
Videos
Links
Contact Us
How Long To Keep Financial Records
Bills
Keep canceled checks for one year, for all but large purchases
Bank Records
Permanently if related to taxes, home improvements & mortgage payments; otherwise, one year
Taxes
7 Years
Paycheck Stubs
Until you receive end of year statement
Brokerage Statements
Until you sell the Securities
House/Condo Records
Permanently
Credit Card Receipts
Keep until you reconcile with your statements, then keep statements for 7 years
IRA Contributions
Permanently