Personal Records (Keep Forever)
- income tax returns
- investment trade confirmations
- important correspondance
- legal records
- retirement and pension records
Personal Records (Keep Six Years)
- supportion documents for tax returns
- accident reports and claims
- medical bills (if tax related)
- property records and improvement receipts
- sales receipts (if tax related)
- utility records (if tax related)
Personal Records (Keep Three Years)
- credit card statements
- medical bills (in case of insurance disputes)
- expired insurance policies
Special Circumstances
- car records (until the car is sold)
- insurance policies (keep for the life of the policy)
- mortgages, deeds, leases (keep 6 years beyond the agreement)
- property records and improvement receipts (keep until property sold)
- sales receipts (keep for the life of the warranty)
- stock and bond records (keep for 6 years beyond selling)
- warranties and instructions (keep for the life of the product)
