2025 Beginning of the Year Financial Planning Checklist
As we embark on a new year, it is an opportune moment to reassess and realign your financial goals. This checklist is designed to guide you through the updates on legislation, retirement, gifting, estate, tax, and risk management strategies for the upcoming year. It encompasses various changes effective in 2025 and provides comprehensive guidance for individuals to review and adjust their financial strategies in light of these updates, ensuring you are well-prepared for the year ahead.
As you navigate the 2025 Yearly 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.
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 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.