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Chapter 17

Saving and Investing. Chapter 17. What research and planning can you do now to help secure your financial future?. Saving and Investing. Chapter 17.

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Saving Records

Saving Records. Why Save Records?. To substantiate the information reported on the tax return. Statue of limitation for most federal tax returns is three years. How Long Should You Keep Records?. Prior Year Returns Minimum of three years. Tax Receipts Minimum of three years.

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Unit 4: Saving and Investing

Unit 4: Saving and Investing. Discuss how saving contributes to financial well- being Explain how investing builds wealth and helps meet financial goals . Evaluate investment alternatives. Describe how to buy and sell investments.

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