Types of Records to Keep

* Cancelled Checks and Check Register

* Bank and Credit Card Statements

* Cash Receipts and Invoices

* Billing Statements

* Payroll Records

* Pension Account Summary

* Stock Brokerage Statement

* Closing or Settlement Statement

* Bill of Sale

* Loan Statement

* Home Improvement Invoices

* Appraisals

* Newly Purchased Assets

* Theft/Fire Casualty Loss Documents

* Insurance Policy Statement

* Education Records

* Medical Records

* Gifts & Travel Records

* Vehicle Maintenance Records

* Keep all documents four years after filing your taxes.

Payroll information should be kept at least 6 years. Asset documentation should be kept indefinite.

Types of Records