2023 Year-End Financial Planning Checklist

We expect 2024 to be a busy year for financial planning but before considering that we want to remind you about some year-end opportunities to fine-tune your financial well-being and further your long-term goals. That’s why we compiled this checklist to help guide you through your financial planning this year. The attached checklist and glossary are meant to serve as guidelines for actions you should consider taking if you have not already, from annual measures involving gifting/education planning, required minimum distributions and income tax strategies to 2023-specific steps tied to higher rates and pending legislation. 

Watch the video below to see Altair’s Director of Financial Planning, Katie O’Hara, and Director of Communications, Anna Nichols, discuss the checklist and what factors you should consider as you wrap up your 2023 planning.

We encourage you to reach out to your Altair engagement team. In the meantime, we hope you find this year-end packet helpful.


The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice.  Altair Advisers LLC 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.