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Need Record Retention Help
Old 05-17-2010, 12:05 AM   #1
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Need Record Retention Help

Is there any reason to keep Keo or IRA statement accounts beyond a year or so? If there is, how long would you suggest? I have never made a contribution from post tax funds.

Now I get only electronic statements but I have too much paper from earlier years.

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Old 05-17-2010, 06:16 AM   #2
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I'd keep records of any contributions I made with my tax documents. And I keep my tax documents for seven years. But I don't see any reason to keep statements beyond the most recent one.
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Old 05-17-2010, 09:35 AM   #3
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Old 05-17-2010, 09:44 AM   #4
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I'd keep records of any contributions I made with my tax documents. And I keep my tax documents for seven years. But I don't see any reason to keep statements beyond the most recent one.
Ditto. My end of year pay and financial statements have my contributions to my 401(k) and IRA's.

I have never made any before tax IRA contributions so I'm sure to keep the 8600(?) Form showing the cost basis with each year's return.
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