Yearly Archives: 2015
Annual Shred Day 2015
Saturday, May 2
Drive through our parking garage
The following information is meant to serve as a guide for determining which documents are appropriate to retain and those that may safely be destroyed:
- Tax Return – Keep seven years. The IRS has up to three years to audit your filed returns; they may go back six years in suspected fraudulent cases.
- Paycheck Stubs – Keep one year. Once you receive your annual W-2, ensure it matches up with your information and then shred your stubs. Keep the W-2 with your filed tax return.
- IRA Contributions – Keep permanently.
- Bank Records – Keep at least one year.
- Brokerage Statements – Keep at least one year. Keep your annual statements until you sell the securities. Keep all sale and purchase confirmations that will not be reflected on your statements for the specific tax year.
- Retirement Savings Plan Statements – Keep annual summaries until you retire or close the account.
- Bills – Keep one year. However, for larger purchases (jewelry, cars, computers), bills should be kept in your insurance file for proof of their value.
- House Records – Keep six years or permanently. All records documenting the purchase price and the cost of permanent improvements should be kept as long as you own the property. All records of expenses related to buying and selling the property should be kept for at least six years after the final sale.
- Credit Card Receipts/Statements – Keep for a month or until they have been reconciled. Keep receipts until the monthly statement arrives. Shred the receipts if the two match up. Keep the statements if tax-related expenses are documented. Otherwise, shred the statement.
- Insurance & Estate Planning Documentation – Keep while in force or effective.
This list may not be a complete description of the documents available for shredding or their retention requirements.
Featuring Jerry Swank, President & CEO of The Cushing Group, a subsidiary of Swank Capital, LLC
A graduate of the University of North Texas, Mr. Swank has gone on to achieve global recognition for his in-depth knowledge of the worldwide energy industry, sector profitability, global growth prospects and supply/deman dynamics.
He will take your questions and address issues, including:
- A review of 2014
- Oil Production, Prices & Trickle-Down Effects
- Renaissance Opportunities
March 24, 2015
Reception to follow
Hilton Days | Park Cities
5954 Luther Lane | Dallas TX 75225
Complimentary Valet Parking
Guests are welcome Cocktails & Hors d’ Oeuvres
RSVP 214-363-4200 or email RSVP@carterwealth.com
Or use the form below[contact-form-7 id=”1357″ title=”Client Event RSVP”]