how long do you keep retirement account statements
That means you need to keep retirement statements until you are at a point when you can withdraw tax free. For many of us, that means 40 years or so of records. I have copies of these statements on both the brokerage website and Dropbox via FileThis.ust to be safe, it is probably a good idea to keep your form 1040 and record of payment to the government for life, but you do not need the backup documents for more than seven years. I personally have all of my tax statements and files ever in both paper and electronic (on a CD) format.