With another spring cleaning season mostly behind us, maybe you cleaned out a few closets or even made some extra cash through a garage sale. But did you take the opportunity to clean out your financial records? Before your paper shredder goes to work, check this list from Iowa Jump$tart on how long to keep financial records. Then consider opting for electronic statements to reduce your paper load.
Keep these records for the calendar year:
For more information on Iowa Jump$tart and to access other financial education resources, visit iowajumpstart.org.
Marketing and Website provided by SPC
At times, we may provide links to sites outside the control of our bank. We do not make any representations concerning the linked sites' contents or availability.You should review each site's privacy and information security policies carefully before you enter confidential information. Deposit and loan products offered by United Bank & Trust, Member FDIC, Equal Housing Lender. The standard insurance amount is $250,000 per depositor.