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11-50 employees Brooklyn, United States
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Carry offers an intuitive platform for business owners to set up and manage Solo 401k, IRAs, and brokerage accounts without asset management fees. It streamlines processes like the Mega Backdoor Roth and Regular Backdoor IRAs with ease, eliminating outdated paperwork methods. Carry Advisors is registered with the SEC, ensuring security and compliance. The service includes consultation access with advisors for Pro Plan members. Upcoming features include Cash Balance Plans and Donor Advised Funds. Carry is designed to significantly reduce tax bills for high-earners and side-hustlers through strategic account contributions and advanced tax-saving mechanisms, all within a user-friendly interface.