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What retirement statements do I need to keep and for how long?

July 1, 2009 - 10:32 pm

My 2 retirement account companies do not distribute annual statements on my accounts, they only distribute monthly or quarterly statements at best. So given that, what statements do I need to keep in my files and for how long? I’m trying to clean out my office and get rid of any unnecessary paperwork. Thanks.

One year as long as no disagreements on account.

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One Response to “What retirement statements do I need to keep and for how long?”

  1. sassy2 Says:
    July 2nd, 2009 at 4:19 am

    One year as long as no disagreements on account.
    References :

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