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The clipping this text was read from
The clipping this text was read from

important files you should gather and organize:

Checking and Savings Accounts — all individual and joint accounts that you have;

Retirement Accounts — include all IRAs, Roth IRAs, and 401(k) statements.;

Non-Retirement Account — for investments outside your retirement accounts;

Credit Card Accounts — include all credit cards;

Home mortgages, auto loans and student loauis;.

Insurance Statements — life, disability, home, and car insurance policies;

Tax Returns. — state, federal, and supporting documentation.

86.0%