The Financial Edge
Online Article
P&B's Record Retention Guide
It’s a fact, everyone must keep records. The questions of which records to keep and for how long to retain them are very common. To help answer these questions, please refer to the following suggested guidelines for records retention. We have listed both business and individual records. Take note of the records that should be kept permanently in a safe place. Many other records, however, can be disposed of after a defined period of time. Generally, both manual and computer kept records have the same required retention period. As always, please feel free to call if you have any questions.
P&B's Record Retention Guide (PDF, 65K)
