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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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