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What Documents Do I Need to Keep on File?

What Documents Do I Need to Keep on File?

February 16, 2022
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Have you ever wondered which important documents you should keep, and how long you should keep them? Documents such as investment statements, legal or healthcare papers and tax returns all need to be retained. This quick reference guide can help answer which documents specifically and for how long. 

Note that our clients have access to a secure electronic vault, which can provide an easy way to store some of these documents. If you have questions about this or other retirement planning topics, please feel free to schedule a phone consultation by clicking on the link below.

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