How Long to Keep Important Documents
3/03/2010

Staying organized helps foster a healthy personal and business life. Missy Gerber, the owner of Organizers NW gives some of her insight in what important documents are good to keep for longer periords of time and others that will be good to take to the Free Shred Event at Storables, located at 9140 SW Hall Blvd. Tigard & 105 NW 13th Ave. in the Pearl District on March 6 Time: 10am to 2pm.

If you make it to the Tigard location, Don't miss the free seminar "File It To Find It" presented by  Organizers NW at the Hall Blvd. location at 10:00 AM

Less mess and less stress leads to a better life.  Learn more about why it's great for you livelihood staying clutter free in an interview GreenPosting did with Gerber.

What Do I Keep?

Keep for 1 month:
*Credit card receipts (after you've checked them against your statements)
*Withdrawal and deposit slips (toss after you have checked them against your monthly statement)
*Sales receipts for minor purchases
*Phone and utility bills
 
Keep for 1 year:
*Paycheck stubs (after they are reconciled with your annual W-2 or 1099)
*Mortgage statements
*Monthly bank, credit card, brokerage, mutual fund, and retirement account statements
 
Keep for 7 years:
*W-2 and 1099 forms
*Year-end statements from credit card companies
*Phone and utility bills if you deduct any portion for business, have more than one home, have moved within the past few years
*Cancelled checks and receipts/statement for:  annual mortgage interest and property taxes, deductible business expenses, child-care bills, out of pocket medical costs, or any other tax-deductible expense
           
Keep indefinitely:
*Tax returns
*Real estate and residence records
*Home improvement records
*Receipts for major purchases
*Wills and trusts
*Year-end summaries from financial services companies
*Confirmation slips listing the purchase price of any investments you own
           
Keep in a safe deposit box:
*Birth and death certificates
*Marriage licenses
*Insurance policies
*Passport
*A copy of your will and trusts
 
***Note:  These are guidelines.  Check with your accountant to ensure these pertain to your finances.

_____

Written By: Organizers NW edited by GreenPosting

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