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Automobile records (titles, registration, repairs)—As long as you own the vehicle(s)
Appointment books—1 to 10 years, depending on your comfort level ATM slips—Maximum six years if needed for tax purposes Bank statements—Maximum six years if needed for tax purposes Credit card statements—Maximum six years if tax-related purchases on statements; otherwise, until annual interest statement is issued by company Calendars (past)—According to your comfort level and whether you use them for reference or memorabilia Catalogs and magazines—Until the next issue Dividend payment records—Until an annual statement is supplied by company, then just only annual statements Household inventory and appraisal—As long as current Insurance policies (auto, homeowners, liability)—As long as the statute of limitations runs in the event of late claims Insurance policies (disability, medical, life, personal property, umbrella)—As long as you own it Investments (purchase records)—As long as you own them Investments (sales records)—Maximum six years for tax purposes Mortgage or loan discharge—As long as you own, or six years after discharge
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