April 7th, 2015 | Miller Advisors
Taxes are due in just 8 days, and you know what that means! Take a load off and bring in your old paperwork on April 16th from 9 a.m. until 12 p.m. — we will fill the shredding truck and your documents will be destroyed onsite.
Coffee, tea and pastries will be provided.
What to Keep:
-Year-end statements for all accounts, including Raymond James Financial Services and Mutual Funds.
-Reports for income tax reporting such as 1099s.
What to Shred:
-Keep monthly statements until you receive the corresponding year-end statement for each account. You may then shred the monthly statements.
-After you read your Buy and Sell confirmations for all accounts, you may shred those as well.
Miller Advisors
11 Tenth Avenue
Kirkland, WA 98033
-Please call Kristen if you would like directions.
425.822.8122
We hope to see you next week!
Image: napervillemagazine.com
