Record-Keeping Questions?

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With our upcoming SHRED & POPSICKLE DAY (April 29th – see announcement) planned for after tax season, I’m sure the question will come up “how long should I keep my records for?”  Well, the IRS, as well as others have opinions on that, so we have compiled a few links and documents for you to read on how long you should keep records.  You are welcome to print these out as you go through your documents.  If you have any questions, don’t hesitate to call us though.  So, start going through your boxes, because we have a SHRED PARTY coming up in a few months! 


2016 Tax Guide for Individuals 1 Page Retention Guide for Individuals









IRS TOPIC 305 – Recordkeeping

IRS Topic 305 – Recordkeeping (link)



Audrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree in Family Consumer Sciences & Financial Planning. Audrea has over 19 years of experience as a Financial Advisor with Money Management Services. She holds the designations of AIF® (Accredited Investment Fiduciary), CRPS (Chartered Retirement Plan Specialist) & CES™ (Certified Estate and Trust Specialist). As an advisor, Audrea specialized in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.

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