How long should you keep your tax files (W-2s, tax returns, tax deduction receipts)? We'll discuss this as well as tips for organizing important household documents - storage & items to disregard. Let's take advantage of the summer months to get organized. Twelve Points is an independent Registered Investment Advisor with offices in Concord, MA and Boston’s South End. We offer customized retirement plan advice, fiduciary oversight and employee education for businesses through Twelve Point Retirement Advisors. Related entities include Twelve Points Wealth Management and Twelve Points Capital.
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