You will have many paper and electronic records for your personal financial transactions. Knowing what to keep, and for how long, will help you organize your files.
Learning Objectives
- Explain the need for paper and electronic filing systems
- List how long to keep tax returns and related documents
- List how long to keep investment documents
- List how long to keep loan documents
- List how long to keep estate planning documents
- List how long to keep home ownership records
- List how long to keep vehicle documents
- List how long to keep passports
Language: English
Estimate Time (Hrs.): 0.9