DiscoverMoney GirlYour Guide for Keeping (and Ditching) Financial Records
Your Guide for Keeping (and Ditching) Financial Records

Your Guide for Keeping (and Ditching) Financial Records

Update: 2025-12-031
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979. This week, Laura reviews how to tidy up your financial records and save space without violating IRS retention rules. She shares seven essential tips on which paper and digital documents to safely keep (like vital records and tax forms) or ditch, and for how long.

Find a transcript here. 

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Your Guide for Keeping (and Ditching) Financial Records

Your Guide for Keeping (and Ditching) Financial Records

Laura Adams