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GROW YOUR NET WORTH WITH SMART TAX OPTIMIZATION

Carry is an all-in-one platform for tax-advantaged accounts, investments and
strategy for business owners and high earning professionals.

Join Carry



FOR BUSINESS OWNERS

Access to Solo 401k, cash balance plans, and Mega backdoor Roth

FOR HIGH-INCOME PROFESSIONALS

Offset taxes with alternative investments, backdoor Roth IRA, and estate
planning trusts

FOR EVERYONE

Get a custom financial plan◊, retirement accounts, and our no-fee roboadvisor‡


THE MOST POWERFUL RETIREMENT ACCOUNT IN AMERICA

If you own a business with no employees or have a side hustle, you're eligible
for a Solo 401k. Dollar for dollar, this beats out every retirement account in
size and flexibility.

Up to a $69K tax deduction ($76.5K if over 50)
Tax-free growth and compounding
Invest in any asset class you like
Supports Roth contributions, including Mega Backdoor Roth
Borrow from your plan at any time



A MODERN INVESTMENT PLATFORM WITH NO FEES‡

We've built a brokerage within every Carry account, allowing you to invest in
stocks or ETFs without incurring any AUM fees.

Not sure what to invest in? Our Automated accounts create a smart portfolio
tailored to your age and risk tolerance.

Simply set up a recurring contribution, and we'll handle everything else. Plus,
the cash in your account is FDIC insured and your securities are safeguarded by
SIPC, up to their respective limits.†


DIVERSIFY WITH ALTERNATIVE INVESTMENTS

Unlike traditional brokerages, Carry lets you use your retirement dollars to
invest in a variety of alternative assets. This includes crypto, real estate,
private companies, venture and private equity funds, and more.

You can also use tax-advantaged Roth accounts to compound your wealth by
investing in these assets directly from your IRA or Solo 401k.

Pro plan only



BUILT FOR FINANCIAL ADVISORS AND TAX PROFESSIONALS: YOURS OR OURS

If you already have a financial advisor or CPA, we'll provide them with a
dashboard to serve you better.

If you don't have one, we can connect you with a Carry Planner through our Pro
plan, who will create a custom financial plan specifically for your situation.◊

Our Pro plan includes a built-in live chat feature where you can ask your
planner as many questions as you'd like.

Pro plan only


FIND THE PERFECT FIT FOR YOUR FINANCIAL GOALS


BASIC PLAN

$29/month $299/year

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Carry Solo 401k, IRAs & Brokerage Accounts
Security and compliance monitoring
No AUM fees
30-day refund guarantee
Eligible business expense for your taxes
Select Basic Plan
Most Popular


PRO PLAN

$49/month $499/year

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Everything included in the Basic Plan, plus:
Self-directed IRAs
Chat with financial planner
Custom financial plan
Select Pro Plan


VIP PLAN

$500-$1,500/month $6k-$18k/year

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Everything included in the Pro Plan, plus:
Personalized planning with an expert to identify top tax-saving opportunities
Done-for-you execution to set up your business entity, payroll and bookkeeping
Tax filing for personal and business returns to ensure maximum savings

Best for business owners earning $200k+ in profit annually. Limited spots, by
application only.

Learn More


DISCOVER WHY OUR CUSTOMERS TRUST CARRY

"I am in *heaven* with Carry. Payroll deduction to my Solo 401k and then
automatically invested. You solved the use case that matters most. If i wasn’t
running my own startup, I’d want to work with you all."

Cheryl Kellond, Carry Customer


"Major shoutout to my tax strategist from [Carry]. She crafted for me a 32-page
tax and financial plan that outlined insurance, retirement, and how to achieve
my LT goals."

Austin Hankwitz, Carry Customer


"Thanks so much. I reviewed my financial plan and it provided a lot of guidance
and things to think about in terms of my long-term goals."

Sherrell Dorsey, Carry Customer


"It was one of the first platforms I’ve seen that specifically targets and helps
solopreneurs, s-corp owners, self-employed, and gives them an all-in-one
platform to easily manage retirement and tax saving strategies and accounts. I
once tried to open a Solo 401k with [Other Provider], and it was a daunting
task. Carry was a few clicks."

Nick Chester, Carry Customer


"I love Carry so much. It was so easy to set up my Solo 401k (which if you’ve
ever tried to do that, it’s not always super simple) and inside I was able to
invest in a ton of different ETF options"

Erin Confortini, Carry Customer

Join our Free Event


EXPERIENCE THE POWER OF CARRY: A LIVE DEMO AND WALKTHROUGH

July 18, 2024 at 2:00pm EST / 11:00am PST

Back by popular demand. A free, live workshop specifically for business owners
on key strategies you can use to pay less in taxes in 2024.

Join us as we dive into all the ways Carry can simplify your financial journey
and streamline tax processes.

Here’s what we’ll cover:
 * A step-by-step guide on setting up your Carry account, with insights into the
   diverse account options available
 * Unlocking the full potential of your account through features such as our
   financial planner, robo-advisor, and seamless auto-contribution setup
 * How to do complex tax-saving strategies (like a Mega Backdoor Roth) in clicks
 * And much more!

Replays: Will be sent out to anyone who registers so save your seat even if you
can’t attend live

Can’t attend live but want your questions answered? Ask and tag us on social
@carryhq_

Jess Catorc
Ankur Nagpal
When

July 18, 2024 at 2:00pm EST / 11:00am PST

Who it's for

Business Owners, Freelancers, Side-hustlers, Creators

Follow us on Social

Twitter / Instagram / LinkedIn

Sign Up


QUESTIONS BEFORE JOINING?

Why does Carry have an upfront fee?

At Carry, our upfront fee is transparent and covers full access to our plans and
services, with no AUM fees lurking around. Curious about what each tier offers?
Check out our detailed pricing list here: carry.com/pricing

Can I move my existing Solo 401k or IRA to Carry?

Absolutely!

For Solo 401k: Just set up your Carry account and select the option to restate
your plan.

For IRAs: Simply create a new IRA after setting up your Carry account and
transfer your assets

Have questions about the process? We're here to help, just reach out!

Can I sign up for a Solo 401k as a Sole Proprietor or do I need an LLC?

Yes! If you're a Sole Proprietor, you can easily set up a Solo 401k with us.

No LLC? No problem! All you need is an EIN, which you can obtain from the IRS
website. The application usually takes a few minutes and issue your EIN
instantly.

Who can set up a Solo 401k?

You would most likely qualify if:

 * You're earning self-employed income as a business owner, freelancer, creator,
   or side-hustler (any business entity type is eligible, including
   multi-partner LLCs)
 * You have no full-time employees (outside of your spouse)
 * You're a U.S. resident

Feel free to reach out to us if you have any questions!

Are there any other fees with Carry?

Transparency is key, so here's the breakdown: While Carry does not charge AUM
fees, there are other standard fees (which are comparable with other providers
in the industry). This includes:

 * Any underlying investment fees (for ex. If you buy an ETF, the underlying
   fund expense ratio; this goes to the fund and not Carry)
 * Certain transaction fees charged by our custodian, like initiating an
   outgoing ACH ($0.25) or requesting a physical check

Can I/how do I invest in alternative assets with Carry?

With Carry, you can set up a Self-Directed IRA to explore alternative asset
investments. Learn more about SDIRAs and how to get started here:
carry.com/sdira.

 * Any underlying investment fees (for ex. If you buy an ETF, the underlying
   fund expense ratio; this goes to the fund and not Carry)
 * Certain transaction fees charged by our custodian, like initiating an
   outgoing ACH ($0.25) or requesting a physical check

Carry democratizes complicated and powerful tax-saving strategies to help you
save money and build wealth.

Products

Solo 401k IRAs Self-Directed IRAs Brokerage VIP

Resources

Personal Finance Blog Events Newsletter Login Sign Up Resources Careers FAQ
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© Copyright The Vibes Company Inc. | Privacy Policy | Disclaimer | Terms of Use

† Investment advisory services are provided by Carry Advisors LLC ("Carry
Advisors"), an SEC registered investment adviser (For more details, please see
www.sipc.org). In-app brokerage and custody services are provided by DriveWealth
LLC, member FINRA/SIPC. IRA plans are provided by DriveWealth, LLC and opened
via the Carry application. Carry Advisors LLC's internet-based advisory services
are designed to assist clients in achieving customer defined financial goals.
They are not intended to provide comprehensive tax advice nor provide financial
planning with respect to every aspect of your financial situation and do not
incorporate specific investments that you may hold elsewhere. Investing in
securities involves risk and there is always the potential of losing money.
Asset allocation and diversification do not guarantee a profit or protect
against a loss, and past performance is no guarantee of future results. For more
details, see our Form CRS, Form ADV Part 2 and other disclosures.

‡ In order to open an Invest Account and use investment advisory services, Carry
Advisors LLC ("Carry Advisors") clients must also be a client of The Vibes
Company Inc. ("Vibes"), which charges yearly subscription fees. Carry Advisors
clients who are also clients of Vibes are not charged a fee for advisory
services. The fees for this service as well as other fees are disclosed in our
Form ADV Part 2. Customers utilizing this service may have to pay AUM or other
fees if they invest through their solo 401(k) plan elsewhere, outside of the
Carry application. The Vibes Company Inc. is a non registered affiliate
providing online financial technology applications, non-investment advice
general financial education, and solo 401k plan setup and administration
services.

◊ Custom financial plan and "Ask an Advisor" services will be provided by a
third party, Ontrail, Inc., doing business as "Uprise", a corporation registered
in Delaware, United States. These plans and services do not include investment
advice or any advice related to specific investments.

The material on this page does not provide tax, legal, investment, or accounting
advice. This is not an offer to buy or sell any security or to participate in
any investment strategy. The strategies and/or investments discussed in this
material may not be suitable for all investors. The appropriateness of a
particular investment or strategy will depend on an investor's individual
circumstances and objectives.

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