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Personal Finance and Investing

question everything

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9. "referral for more services?" what kind?

Reply to Wellstone ruled (Reply #8)

Fri Sep 25, 2020, 02:13 PM

Sep 2020

For most of our working years, I was very careful to have the mortgage and the regular checking accounts at two different banks.

Whenever we closed on a house, the mortgage agreements included asking me to provide my checking account number with them and if not, to open an account. I promptly crossed that paragraph.

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Shredding? [View all] question everything Sep 2020 OP

You might want to hang on to those for a couple more years. PoindexterOglethorpe Sep 2020 #1

Thanks. So I can get rid of pre-2013 papers? question everything Sep 2020 #2

Yes. 3Hotdogs Sep 2020 #3

You have to keep anything that documents the basis of your capital gains assets for progree Sep 2020 #5

Another example of something I had to keep going way way back - non-deductible IRA contributions progree Sep 2020 #7

I pretty much keep all the tax returns - the forms, not supporting documentd - from the 80s.. question everything Sep 2020 #10

Yup, that should be good enough for something like this (non-deduct contribs), but unfortunately progree Sep 2020 #11

Shred everything or anything Wellstone ruled Sep 2020 #4

Thanks, yes. Every credit card or cash offering with a special ID goes to the shredder question everything Sep 2020 #6

Did a part time job in a Wellstone ruled Sep 2020 #8

"referral for more services?" what kind? question everything Sep 2020 #9

Here you go. Wellstone ruled Sep 2020 #12