Carry
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Carry is a financial planning and investment platform designed for self-employed individuals, entrepreneurs, and high-income professionals. It helps users manage tax-advantaged retirement accounts, including Solo 401(k)s and Traditional or Roth IRAs, along with taxable brokerage accounts. The platform supports investment options such as stocks, ETFs, mutual funds, managed portfolios, money market funds, cryptocurrency through eligible IRAs, and selected alternative assets.
Carry provides tools for tax-efficient investing and retirement planning, including automated Roth conversions, recurring contributions, cash management through Smart Yield, and automated investment options through its Roboadvisor service. Eligible self-employed users can set up and manage a Solo 401(k), while the platform also offers access to self-directed investment features and educational guidance for exploring tax strategies. Account eligibility, investment availability, tax treatment, and applicable restrictions vary by user circumstances and account type.
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