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Financial Literacy: Investing After 60

The place to learn more about financial literacy, from your local public library

Financial and Behavior Calculators

Safeguarding Your Investments

Things to Remember:

  • Your Brokerage firm is not required to keep your transaction records indefinitely, so hold on to this information yourself for at least three years after you've sold an investment.
  • Keep copies of your federal and state tax returns going back seven years, along with supporting documentation.
  • Keep copies of your IRA and 401 (k) plan documents. At your death, your beneficiaries will need this information to determine how to take distributions from your account. 

Source: Safeguarding your Investments - FINRA

Investing After 60: The Basics

Information about Growth Investments

Information About Income Investments