Pick a document type to see its tier, what your agent may do with it, and how long to keep it.
What your agent may do
Why it sits here
How long to keep it
The rule that matters
Retention guidance follows IRS recordkeeping rules for tax-related paper (generally three years from filing, longer for property and stock transactions) and FTC consumer guidance on protecting personal information. Your jurisdiction may differ — treat these as defaults to check, not legal advice.