2022 Year-End Financial Planning Checklist

With 2022 coming to a close, the final weeks of the year are an opportune time to review and execute year-end financial planning strategies. The current geopolitical environment, world market volatility and proposed legislative changes make planning more important than ever. In conjunction with planning for the year ahead, it is also important to reflect on the year we are leaving behind – both the good and bad… and the ugly.

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 2023 and years to come.

As you navigate the 2022 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 5 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.


The material shown should not be construed as accounting, legal, or tax advice. All investments are subject to the risk of loss. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties, and actual results may differ materially from those anticipated in forward-looking statements. As a practical matter, no entity is able to accurately and consistently predict future market activities. Therefore, actual results may differ materially from those anticipated herein.