"CBS Saturday Morning" shares tips on cleaning up your finances, organizing paperwork, and more.
Breakdown
- Keep tax returns and supporting documents for six years. 54s
- Shred tax documents older than six years to protect personal data. 1m 2s
- Retain bank statements for 12 months, or five years for Medicaid claims. 2m 3s
- Permanently keep vital documents; digitize and store securely. 3m 4s
- Consolidate retirement accounts to simplify management and reduce costs. 3m 54s