Health and Life

• Life Insurance
  Set aside a few hours to go through your planning documents to see if your 401(k)s, life insurance and IRAs have clearly named beneficiaries. Make sure your wishes are explicit. An attorney's letter is not enough.
• Health Insurance
  Pay statements: You may have deductible expenses withheld from your paycheck, such as union dues or medical insurance premiums. You should keep your year-end or final pay statements as proof of payment of these expenses.
• Long Term Care
  Include life insurance to provide for your family at your death, disability income insurance to replace your income if you cannot work due to illness or injury, and long-term care insurance to help pay for your care in case of an extended illness or injury.

Personal

• Annuities
  Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., received for each year you received a distribution.