Broker Check

Request for: What Documents Do I Need to Keep on File?

This checklist is a great tool for every person who every tax year struggles to remember what needs to be kept, for how long and what doesn't need to be kept?

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

We all know we need to keep records.  But what records are the MOST important, how long do we keep them and when can we discard them?

  • Tax Documents?
  • Healthcare Documents?
  • Legal Documents
  • Asset and Debt Related Documents?
  • What Other Documents are Important?
  • Where should I keep them?

Please send me the Checklist: What Documents Do I Need to Keep on File?

Thank you!