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CBS America

Spring cleaning for your finances

CBS America · 12 days ago
CBS America
CBS America
12 days ago

"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
Finance