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Document Retention Guidelines

Document Retention Guidelines

Safety In Investing Doc Retention Fan

When it come to document retention there are many questions that are often asked: What documents should you keep and which should you throw away? How long do you need to keep certain records?  

Download our Document Retention Guidelines to learn more about what to keep, how long to keep it and when to throw it away.

These guidelines are the result of our comprehensive research on document retention. However, this information is intended for general use only, use your best judgement when discarding documents. When in doubt, keep it. It's better to be safe than sorry. 

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