Fidelity Investments highlighted a Kiplinger article suggesting how long to keep hard-copy and/or virtual files of financial records.
Surprises include: Keep for 3 years records of spending using withdrawals from health spending and 529 accounts.
Keep for 6 years records of self-employed business income and expenses.
records of final tax returns
. (I guess this is where it might be handy to have something like Fidelity Investments, FIDSAFE
Keep Home purchase and home improvement documents, taxable account investment documents