Brokerage, 401(k), IRA and other investment statements until you get your annual summary (keep ... long as you own the item, to support warranty and insurance claims. Personal and family records ...

Savvy Senior: How long to keep tax records and other financial documents ... Brokerage, 401(k), IRA and other investment statements until you get your annual summary (keep longer for tax purposes ...

Investors and businesses can use this opportunity to further their investment goals without ... the guidelines around how long you should keep your tax records. But some experts recommend holding ...