How To Set Up An Easy-To-Use Filing System
What to Save
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There are a lot of documents you should save, regardless of the system you use.
For example, keep:
- Tax records for at least the last three years.
- Cancelled checks, or easy access to them such as via the internet, for at least the last three years.
- Financial records relating to the cost of real and personal property.
- Financial records relating to the cost, dividends, stock splits and related information with respect to all financial investments.
- Health insurance information in case you need to prove "creditable" coverage for the last 18 months. (To learn more, see: HIPAA.)
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