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 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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