post Category: Organizing Tips & Info, Tax Tips & Info — ReAnn @ 5:00 pm — post

This is a list of important documents you should keep and the recommended length of time you should keep them. Some things you need to keep forever. Some things can be shredded and disposed of long before forever gets even close!

 

 Document

 How Long To Keep It

Bank statements

6 years

Birth certificates

Forever

Canceled checks

6 years

Contracts

Until updated

Credit card account numbers

Until updated

Divorce Papers

Forever

Home purchase and improvement records

As long as you own the property or are rolling over profits from it into new property

Household inventory

Until updated

Insurance, life

Forever

Insurance, car, home, etc.

Until updated

Investment Records

6 years after tax deadline for year of sale

Investment certificates

Until cash or sold

Loan agreements

Until updated

Military service records

Forever

Real estate deeds

As long as you own the property

Receipts for large purchases

Until sale or discard

Service contracts and warranties

Until sale or discard

Social Security card

Forever

Tax returns

6 years from filing date

Vehicle titles

Until sale or disposal

Will

Until updated

  

{From Tiaa-Cref.org}

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