I get statements from the Lincoln Financial group every so often and have decided to hole punch them and stick them in a notebook forever I guess. What should I keep and what should I throw away? I am not a pack rat but I have so much coming in and I am not sure what to keep and what to toss. I have bank statements from the year 2002 and check stubs from the day I started my job.
They tell me how much money my 403B has gained etc...
I am not sure whether its important to hold on to all this stuff.
2007-06-06 16:40:35 · 1 answers · asked by happydawg 6 in Business & Finance ➔ Investing
You are doing the right thing. Should you have mixed pre-tax and after tax money you want to keep these documents forever.
If your like most people and it is all pre tax you most likely can get away with keeping just annual statements after a few years.
2007-06-06 17:44:40 · answer #1 · answered by Anonymous · 0⤊ 0⤋