Which statements do I need to keep for my Roth IRA account? I have maintenance, confirmation and portfolio statements. How long do I keep each of them?|||The porfolio statements usually recap all activity so you can ditch the confirmation statements. If by 'maintenance' you mean account agreements and beneficary info -- keep for life.
You need to keep the statements as part of your tax records. Because you never know when a firm will go out of business or something will happen that you need to know the basis of the account.|||Keep them all till you get the end of the year statement.
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