How long to keep retirement statements?

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2026-04-22 08:20

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It's advisable to keep retirement account statements for at least five years after you file your taxes, as the IRS may require documentation for that period. If the statements relate to contributions or withdrawals, you may want to retain them until you start withdrawing funds in retirement. For important documents like your retirement plan summary or final account statements, consider keeping them indefinitely for reference.

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