B- Assets Files

The B Category is for Assets and the file folders are GREEN. I actually don't use the B category. I only have one folder in there and that's the category Index for B.

Document retention guidelines for Category B can be found here.

B-1: Annuities

B-2: Bonds

B-3: Brokerage Accounts

B-4: Brokers/ Financial Planners

B-5: Business Investments

B-6: Government issued securities

B-7: Mutual Funds

B-8: Private Stock

B-9: Public stock

B-10: Real Estate Investments

B-11: Retirement Accounts (401K, IRA, etc)

B-12: Trust Assets