How Long to Keep Documents Chart: A Quick Reference Guide


Managing personal and business documents can be daunting. Here’s a handy “How Long to Keep Documents Chart” to simplify the process.

  • Tax Returns – 7 years
  • Bank Statements – 1 year
  • Medical Bills – 1 to 3 years
  • Credit Card Statements – 45 days
  • Pay Stubs – 1 year
  • Home Improvement Records – Permanent
  • Insurance Policies – Duration of policy + 5 years
  • Utility Bills – 1 year

Use this quick reference guide to stay organized and ensure you keep critical documents for the appropriate time.