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De-Clutter Your Financial Records

05/15/24

If you keep hundreds of financial documents on hand, the mountain of paper can be overwhelming and unnecessary. Here�s a guide to help you shrink your stacks of paperwork to a manageable proportion. (Note that if a document supports your tax return you should keep it for six years � if not, follow the guide below.)

Document Type Discard After
Credit card bills One month (or six years if it supports your tax return)
Receipts End of warranty
Medical bills One year
Pay stubs You get your W-2
Tax return support documents Six years after return is filed
Stock, bond, fund statements Six years after return is filed
Tax returns Never

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This article contains general information only. Sunflower Bank, N.A. is not, by means of this article, rendering accounting, financial, investment, legal, tax, or other professional advice or services. It is not meant as a substitute for such professional advice or services. Before making any decisions related to these matters, you should consult a qualified professional advisor. Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.