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.
A modern investment platform with no AUM fees
We've built a brokerage within every Carry account, allowing you to invest in stocks or ETFs without incurring any AUM fees. Those small 0.10%, 0.5%, 2% seem small at first, but they can easily add up to hundreds of thousands of dollars over your lifetime. Its your hard-earned money so you should keep it.
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.
Personalized financial planning with a human Certified Financial Planner®
Inside Carry you can access a human CFP® for expert guidance tailored to your unique needs. Your CFP® can create a custom financial plan and work with you every step of the way to ensure your finances evolve with your journey.
