Description

When you find out your company is headed toward an IPO, you may not fully understand what's ahead for you and your finances.  Today, Amy Walls of Thimbleberry Financial explains 5 areas that can affect your bottom line.

1. Taxes on stock and Equity Comp
2. Taxes on investments for the longterm
3. 4% Rule
4. Sequence of Return Risk
5. Biases

For help planning for your company's IPO, or for any assistance with your financial future, contact Amy Walls at Thimbleberry Financial:

https://thimbleberryfinancial.com/

Or call: 503-610-6510

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.