A guide to what receipts, documents and forms must be saved, and for how long, to satisfy the IRS. Plus, tips for storing, ...

My wife and I recently moved homes in the area. As part of the moving process, we had to purge a lot of stuff that we no longer used. Our kids are now essentially grown up and moving is a good ...

Homeowners can learn how long to keep tax records, which documents to save, and when it’s safe to discard them under IRS ...

Is there a rule of thumb on how long someone should keep their old financial paperwork? I have file cabinets full of old receipts, bank and brokerage statements, tax returns and more that I would like ...

After going through the annual chore of filing tax returns, most people want to put the ordeal behind them. But before banishing the experience from memory, there’s one more important task to complete ...

Mortgage statements and related documents are often needed for taxes, audits and legal purposes. Some paperwork, like monthly statements, can be discarded after a year, while others, such as deeds and ...

CONSUMER INVESTIGATOR BRIAN ROACH HAS THE ANSWER. SO HERE’S THE QUESTION, FOLKS. KEEP IT SHREDDED OR LOCK IT UP. YOU’VE GOT PILES OF PERSONAL DOCUMENTS, BUT YOU’RE NOT SURE WHAT TO DO WITH THEM. SO ...

The time you should keep a bank statement depends on what it shows and why you need it. Here’s a simple guide to help you ...

Keep records for at least six years. This satisfies ERISA Section 107 and gives you extra time beyond the IRS’s general three ...

Certified Financial Planner Michelle Buria, the Managing Director of Choreo, has some guidelines for how long people need to keep financial documents around. “A lot of records now are electronic, and ...

Is there a rule of thumb on how long someone should keep their old financial paperwork? I have file cabinets full of old receipts, bank and brokerage statements, tax returns and more that I would like ...