__   Tax return copies 
__   6 yrs after filing
 
__   Medical bills 
__   6 yrs after payment
 
__   Forms 1099 received 
__   6 yrs after receipt
 
__   Keogh statements 
__   6 yrs after Keogh termination
 
__   IRA records (deductible/nondeductible) 
__   6 yrs after IRA termination
 
__   Loan records 
__   6 yrs after loan payoff
 
__   Insurance policies 
__   6 yrs after expiration
 
__   Major purchase receipts 
__   6 yrs after purchase
 
__   Year-end brokerage statements 
__   6 yrs after security deposit
 
__   Schedule K-1s partnerships or S corp. 
__   6 yrs after disposition of interest
 

 

__   Birth and death certificates 
__   Permanent
 
__   Medical records 
__   Permanent
 
__   Wills 
__   Permanent
 
__   Forms W-2 received 
__   Permanent
 
__   Trust agreements 
__   Permanent
 
__   Detailed list of financial assets 
__   Permanent
 
__   Alimony/custody/prenuptial agreements 
__   Permanent
 
__   Military papers 
__   Permanent
 
__   Photos or videotapes of valuables 
__   Permanent

__   House records
__   (canceled checks for purchases, major
__   improvements, maintenance) 
__   Permanent