Eileen Carrero photo

Eileen M. Carrero, CPA

Financial Advisor, CPA

 

Eileen Carrero Financial Services, LLC

Wealth Management, Tax & Accounting

4917 West 144th Place

Midlothian, IL 60445

 

Phone:  708-489-1035

Fax:      708-489-1036

 

Email: eileen.carrero@ceterafs.com

Website: www.myecfs.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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