Financial and Tax Records

Privacy issues

laundry basket

Be careful when disposing of financial records. A credit card number or bank account number could be retrieved by a thief and used to make charges against your account. Carefully tear up or shred any financial documents that contain account numbers, Social Security numbers, or other sensitive information before tossing them.

Tax Records

Home purchase, sale, and improvements

Investment or brokerage statements

Retirement plan statements

Traditional/Roth IRA statements

Bank account records

Receipts

Bills (Unpaid and Paid)

Medical bills

Pay stubs

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