The Master Your Money & Business Bundle
Get the power of our Carry platform with unmatched educational resources and expert guidance, designed specifically for you as a business owner.
Carry Platform
Premium Course Hub
Talk to a pro
Pro plan members will also receive custom financial plans and access to message a dedicated financial planner. ◊
30-Day Money Back Guarantee
JOIN TODAY:
Get The Master Your Money & Business Bundle
What They're Saying
You solved the use case that matters most. 🙏🏽 If I wasn't running my own startup, I'd want to work with you all.
I’ve paid an accountant for 15 years (luv ya Alan) and I’ve never felt someone looks out for my self-employed interests like Carry Money
She crafted for me a 32-page tax and financial plan that outlined insurance, retirement, and how to achieve my my LT goals.
Kudos, @ankurnagpal and @carryhq_ squad!👏
WHAT'S INCLUDED
1. Choose a Carry Plan
Carry is our all-in-one platform for tax-advantaged accounts, investments and strategy for business owners.
Seamlessly setup a Solo 401k (the most powerful retirement account in America)
The Carry Solo 401k gives business owners the largest tax advantages of any retirement plan. Contribute up to $69,000 and invest in any asset class with tax-free compounding.
If you own a business or have a side hustle (with no employees), you’re likely eligible for a Solo 401k. Dollar for dollar, this beats out every retirement account in size and flexibility:
- Up to a $69,000 tax deduction ($76,500 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
Build and manage your investment portfolio
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 to 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
Receive up to a $1,500 tax credit (EACA)
The Eligible Automatic Contribution Arrangements (EACA) is a small business tax credit offering $1,500 in tax credits to anyone with a Solo 401k Plan with auto-contributions enabled.
This means that you can set up a Solo 401k Plan with Carry, with auto-contributions enabled, and receive $500/year in tax credits for the first 3 plan years.
Tax write off with your Carry subscription
Another perk of being a business owner! Your Carry plan subscription is also an eligible business expense for your taxes.
FDIC insured †
With Carry, the cash in your account is FDIC insured and your securities are safeguarded by SIPC, up to their respective limits.†
Bonus #1
Premium Courses Hub
Get access to our library of premium personal finance courses tailored specifically for you as a business owners. Learn powerful tax saving strategies, how to master credit card points & miles, investing, and more!
Bonus #2
Business of One Summit Recordings
Catch up on the events you missed or watch your favorites, any time you’d like. Get access to all of these and all previous summit sessions.
bonus #3
Live Weekly Q&A Calls
Have questions around taxes, retirement planning, or anything in-between? As a Carry customer, you’ll also unlock live weekly calls with various experts and the Carry team.
PLUS ON OUR PRO PLAN
Custom Financial Plan & Chat with a Planner ◊
If you join Carry’s Pro plan, you’ll also get access to a custom financial plan and ability to chat with a financial planner directly in the platform! ◊
Join Carry today
Basic Plan
$299/year
- Carry Solo 401k, IRAs & Brokerage Accounts
- Premium Courses Hub
- Business of One Summit Recordings
- Live Weekly Q&A Calls
- 30-Day Money Back Guarantee
Pro Plan
$999 $499/year
- Everything included in the Basic Plan, plus:
- Self-directed IRAs
- Chat with financial advisor
- Custom financial plan
- 30-Day Money Back Guarantee