2021 Year-End Financial Planning Checklist

With 2021 quickly coming to a close, we’ve compiled a checklist of important financial moves to consider before the end of the year. While everyone’s situation is different and not every action will apply to you, taking small steps today will lay the foundation for a successful 2022 and years to come.

As you navigate the 2021 Year-End Financial Planning checklist, please keep in mind the following:

  • The checklist is meant to serve as a reminder of actions you should consider completing. Since personal circumstances vary, it is important to consult with your Altair engagement team, attorneys and personal tax advisers regarding your specific situation.
  • We have provided a glossary beginning on page 6 that provides a brief explanation of each task listed. If you have questions that go beyond the information provided, please don’t hesitate to reach out to your Altair engagement team.

We encourage you to discuss the act and its potential impact with your Altair team and attorney to determine the best course of action, if any.


The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice. Altair Advisers is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training. While efforts are made to ensure information contained herein is accurate, Altair Advisers cannot guarantee the accuracy of all such information presented.