How long should financial documents and records be retained?

Individual Document Guidelines

  • Residential Records
  • Investment Records
  • Depreciation Records
  • Retirement Plans
  • Insurance Policies & Household Inventory
  • Tax Return Supporting Documents
  • Family Records
  • Health Records
  • Estate Materials
  • Safe Deposit Box Inventory
  • California Use Tax

Business Documents Guidelines

  • Business Records
  • Purchase confirmations/receipts for stocks, bonds and mutual funds
  • Depreciation records
  • Retirement plans
  • Miscellaneous papers
  • Inventories of products, materials, supplies
  • Minute books of directors & stockholders
  • Property Appraisals by outside appraisers
  • Property records
  • Trade mark registrations

Charitable Contributions


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