Shredding Schedule

I've been asking people this for a while, and I finally found some recommendations.

  • Monthly bills - shred them once you verify that the charges have been paid in full
  • Credit card statements - shred them after you've verified the transactions and paid at least the minimum amount due
  • Monthly investment statements - shred as soon as you receive your annual statement
  • Bank statements and cancelled checks -shred them after 4 years
  • Annual investment statements and tax returns - shred after a decade

No comments: