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Where do I file completed paperwork and confirmations of my 401K/IRA rollover?

Pension Plan/401K/IRA policy/Info -> REMOVE/REPLACE: "Retirement Plan"

Retirement Account/401K rollover/transfer receipts->TAX: "Income W2 1099 Misc." (as proof of non-income to IRS)* OR file it in the folder above REMOVE/REPLACE if you would like to keep the initial rollover info always with the new IRA policy info (also ok)

*NOTE: While FreedomFiler® provides a method of automatic purging which eliminates the need to review files, you must ultimately decide which documents are kept two years, ten years, or indefinitely. FreedomFiler® is not liable under any circumstances for claims of loss or damage arising from suggested document retention guidelines. Consult a professional advisor to determine your specific document retention needs and adapt your system accordingly.

 
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