Throwing out old files
It's that time of year, getting papers together for taxes and weeding out the old stuff.
Here's something I want to make sure I understand...
I only **need** to keep IRA statements for Roth accounts. And any contributions that were not tax-deductible. Regular IRA and 401k statements, I can toss? Or keep a year end summary only?
You can tell that I get twitchy when it comes to getting rid of papers. I just dumped a box full of checks form the 1980's into the shred pile. Just now. And I still get twitchy. ;-o