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Money Management is an ongoing series of helpful articles, tips, and
information provided by the Minnesota Society of CPAs.
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How long should you retain financial records? - 8/25/2008
Every year, taxpayers wade through piles of financial documents to find the information they need to file their taxes. But what happens to all that paperwork once you've mailed your return? How long do you have to hold on to your records in case of a tax audit or similar concern down the road? While there are few hard and fast rules, there are some general guidelines you can follow. Understanding mutual fund fees - 8/18/2008
Are you overlooking the value of keeping your savings in a mutual fund? Mutual funds allow you to buy into a diverse pool of investments. Your risk is spread among a number of investments, which is a less risky choice than investing in just one company. There are typically charges associated with any investment, however, and that’s also true of mutual funds. When choosing the best investment for you, it’s a good idea to understand those fees and how they will affect your investment. When should you begin taking social security payments? - 8/11/2008
Choosing when to retire and start drawing Social Security benefits is an important decision, and one that is unique to each individual. You can begin taking payments as early as age 62, based on Social Security regulations, but when you retire will have an effect on the amount of the payment you receive.
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