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Contents

  • Why Keep Bank Statements?
    • General Retention Guidelines
      • Short-Term Retention
        • Long-Term Retention
          • Business Owners
          • Digital vs. Physical Storage
            • Digital Storage Options
              • Digital Management Tips
                • Paper Statement Management
                • Special Considerations
                  • Estate Planning
                    • Organization System
                      • Regular Review

                      How Long to Keep Bank Statements: A Comprehensive Guide

                      contributorcontributorcontributor
                      2 minute read
                      FinanceBankingAccountingLaw and Legal IssuesPersonal Development
                      A neatly organized desk with a laptop, a stack of bank statements, and a cup of coffee, symbolizing financial organization and record-keeping.
                      Published January 25, 2025
                      Last Updated May 30, 2025
                      contributorcontributorcontributor
                      2 minute read

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