What to Save? What to Destroy?

 

Whether you’re reviewing your personal files or those of your clients, the question is the same: save or destroy? How do you know which is the right thing to do? Some information doesn’t have a long shelf life, but other information should be maintained throughout your lifetime…and beyond!

The length of time it takes to save documentation varies according to the information. Reference any of the links below for more details.

Reference Links:
Which Tax Records to Keep
Records the IRS Says to Keep and For How Long
What Financial Records to Keep, How Long to Keep Them