The RDFA Release: How Long To Keep Tax Documents

John K. Ritter, CFP, CFS
 
This time of year, the question comes up often regarding how long you need to keep tax documents.  This article from Consumer Reports does a great job explaining how long you should keep different types of information.
 
 
As you go through your documents this tax season, keep in mind that we have locked shred boxes here at the office.  If it would be helpful, feel free to stop by and add your shred materials to our normal accumulation of documents that are shredded each month.
 
Take care and have a great rest of the week.
The RDFA Release: 2020 Tax Update

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Ritter Daniher Financial Advisory, LLC
7661 Beechmont Avenue, Suite 200
Cincinnati, OH 45255
Phone: 513.233.0715
Fax: 513-233-0718
Email: john@ritterdaniher.com