04/12/19
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.
Keep
indefinitely 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
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