Below are some generic standards – good but generic – for what papers to keep and get rid of for your papers.
In all instances, your own accountant or financial planner has the final say, i.e., overrides these reference sheets. Everyone’s particular situation and history is different, so please err on the conservative side and listen to their advice.
Several helpful resources:
From Bankrate.com – the reference sheet I most often use
IRS records advice
In the “Papers” category of my blog, you’ll find articles about how to organize and manage what you DO keep.
As always, if it’s all too much, or generic advice just doesn’t do it for you, just email or call to talk about how we might collaborate.