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2018 Shredding Event

March 10, 2018 @ 8:00 am - 12:00 pm

2018 Certified Financial Group Shredding Event

WHAT TO KEEP AND WHAT TO THROW AWAY – OR  SHRED

Forever

  • Birth Certificates
  • Marriage Certificates
  • Divorce Certificates
  • Death Certificates
  • Military Documents
  • Immunization Record
  • Employment Records (Why)
  • IRA Contributions (Why)
  • Social Security Card
  • Tax Returns: The IRS can audit your returns from 3 years ago; 6 years if you grossly under reported; indefinitely if you filed a fraudulent return or did not file. So you could pitch your returns after 7 years… however, if they claim you didn’t file, and you pitched it… well, now you know why I put tax returns on the indefinite list! For more details on how long to keep tax records, see how long to keep tax returns.

Keep During Ownership

  • Car Titles and Service Records
  • Receipts, Manuals, and Warranty Information for Appliances
  • Receipts for Major Purchases like Jewelry, Furniture, and Computers

Ownership Plus 7 Years

Even after you sell investments or real estate, you’ll still need to keep the gain or loss documentation for tax purposes.

  • Stocks, Bonds, and Investment Records
  • Savings Certificates
  • Home Improvement Documentation
  • Real Estate Records

7 Years

Many of the following will contain information that supports tax returns. Therefore it’s best to keep the following for seven years:

  • Cancelled Checks
  • Credit Card Statements
  • Old Bank Statements
  • Retirement Plan Contributions
  • Supporting Documentation for Tax Returns

Until Specified Date

  • Annual Retirement Statements: Until retirement and funds are exhausted.
  • Insurance Policies – Until property is sold, policy expires, and all claims are settled.
  • Wills: Until replaced by a new one.

Throw Away

  • Receipts not used for Warranties, Taxes, or Insurance
  • Paycheck Stubs: Once you get your W-2, you can toss them
  • Phone Bills not needed for taxes
  • ATM Receipts
  • Grocery Receipts

Compliments of

Certified Financial Group, Inc.    (407) 869-9800  www.FinancialGroup.com

Details

Date:
March 10, 2018
Time:
8:00 am - 12:00 pm
Event Category:

Organizer

Certified Financial Group
Phone:
(407) 869-9800
Email:
Plan@FinancialGroup.com
Website:
financialgroup.com

Venue

Certified Financial Group
1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map
Phone:
4078699800