You will have many paper and electronic records for your personal financial transactions. Knowing what to keep, and for how long, will help you organize your files.
Estimated completion time (hours): 0.9
Objectives
By the end of this course, you will be able to do the following:
- Explain the need for paper and electronic filing systems
- List how long to keep tax returns and related documents
- List how long to keep investment documents
- List how long to keep loan documents
- List how long to keep estate planning documents
- List how long to keep home ownership records
- List how long to keep vehicle documents
- List how long to keep passports
Estimated Time (Hrs): 0.9
Language: English