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What Documents Should I Keep on File in Retirement?
Manage episode 433739304 series 2810299
Conteúdo fornecido por Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial documents you need to keep on file as you approach or enter retirement. It's not uncommon to feel overwhelmed by the amount of paperwork accumulated over the years, especially when it comes to tax returns, legal documents, and health care records. This episode offers valuable insights on how to manage your important documents effectively to ensure peace of mind during retirement.
Listen in to learn about the best practices for storing and organizing tax documents, health care records, legal papers, and other essential files. Radon and Murs also touch on the importance of digital storage solutions and how they can help you save space while keeping your documents secure. Whether you're concerned about potential audits, inheritance rules, or just want to make sure your legal documents are in order, this episode provides practical advice that every retiree should consider.
In this episode, find out:
· How long you should keep different types of tax documents and what to keep on file.
· The importance of maintaining accurate health care records, especially for HSA accounts.
· Key legal documents that you should store securely and ensure others know how to access.
· The significance of asset and debt-related documentation, including real estate and retirement accounts.
· The advantages of using digital storage solutions to manage and protect your essential documents.
Tweetable Quotes:
· "Keeping your documents organized isn't just about decluttering—it's about ensuring you're prepared for any situation, from audits to emergencies." – Radon Stancil
· "Having digital copies of your important documents can save you both space and stress, especially in retirement." – Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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