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.
- Taxes on stock and Equity Comp
- Taxes on investments for the long term
- 4% Rule
- Sequence of Return Risk
- Biases
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com. The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/
