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Documents to Keep for One Year: What You Should Know About Estate and Financial Planning

February 6, 2018

 Some documents need to be kept longer than the three-month period as discussed in yesterday’s blog. These should be stored in a safe location so that they can be accessed quickly in the event of a sudden problem, or in the event that your financial power of attorney agent needs to step in and make critical administrative or financial decisions on your behalf. 

These documents can be disposed of safely such as using a shredding service after a one-year period. These include:

  • Paycheck stubs
  • Monthly mortgage statements
  • Investment account statements
  • Insurance records and statements
  • Undisputed medical receipts and bills
  • Checkbook ledgers

Only hold on to these documents if you currently have a case dealing with the insurance company or a personal injury case.

After you receive your annual W2, there’s no reason to hold on to your paycheck stubs and your annual tax statements can be used in lieu of monthly mortgage statements. Investment account statements can include trade confirmations and monthly statements, but these materials don’t need to be kept longer than one year


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Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more