I'm getting ready to transfer my IRA from T. Rowe Price to American Express. When I transfer an IRA, should I keep any documents from the company I'm no longer with? I'm hoping I can get rid of all the old papers to make room for the new. My understanding is that when I start making withdrawals in retirement I will simply pay income tax (this is a regular IRA, not Roth) on that money instead of capital gains, so I'm assuming that the historical details of purchases, dates, etc., won't matter to the IRS. Thanks - Dawn
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