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Doug Oosterhart, CFP®

Owner/Financial Advisor

 

LifePoint Planning, PLLC

1821 Walden Office Square, Suite 400

Schaumburg, IL 60173

 

Phone:  844-505-3618

 

Email: doug@lifepointplanning.com

Website: www.lifepointplanning.com

March/April 2024

How Long Should You Keep Them?

How Long Should You Keep Them

Follow these general guidelines for retaining important documents.


  • Personal Legal Documents: Forever

  • Tax Records: 7 - 10 Years

  • Bank Statements: 1 Year

  • Real Estate: 7 Years after Sale

  • Investments: 3 Years after Sale

  • Credit Card Statements: 60 Days

  • Self-employed Business Records: 6 Years or Longer


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