Document Retention
1 YEAR 4 YEARS AS NEEDED AS NEEDED FOREVER
BILL-PMT RECEIPTS TAX RETURNS CREDIT CARD REAL ESTATE DEEDS HOUSEHOLD (at least 3 years) RECORDS (as long as you own the INVENTORY (unless needed to property) (update as needed) support tax returns)
BANK STMTS SOCIAL SECURITY HOME PURCHASE INVESTMENT BIRTH CERTIFICATES (unless needed to (when you receive & IMPROVEMENT CERTIFICATES
support tax filings) the new stmt, shred RECORDS (as long as you own them)
the old one) (as long as you own
the item)
INVESTMENT STMTS PAY STUBS VEHICLE TITLES & WARRANTIES MARRIAGE LICENSES
(keep annual stmts (only until W2 has MAINTENANCE (as long as you own
until you sell) been reconciled) RECORDS (until you the item)
sell the vehicle) DIVORCE DECREES
INSURANCE (car, CONTRACTS AND CONTRACTS PASSPORTS
home, etc.) WARRANTIES (until updated)
(until you renew) (until you sell or EDUCATION RCDS
discard the item)
LOAN DOCUMENTS MILITARY SERVICE RECORDS
(until you sell the item
the loan was for)
LIFE NSURANCE
POLICIES
SAFE DEPOSIT BOX SOCIAL SECURITY CARD
INVENTORY & KEY
FAMILY HEALTH RECORDS