2249: How Long Should You Keep Your Financial Statements? by Jeff Rose
Optimal Finance Daily - Financial Independence and Money Advice
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How Long Should You Keep Your Financial Statements
How long should you keep your financial statements by Jeff Rose of GoodFinancialSense.com? For tax purposes, especially in taxable accounts, you may want to hold on to investment purchases. The length of time you should keep a document depends on the action, expense, or event the document records.
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