The Professional Plan includes a much more guided and customized experience to help you achieve your financial goals. In addition to everything in the...

Unfortunately not right now; you need a US address in order to open an IRA and 401k brokerage accounts in the Carry application. We can set up a solo ...

If you've set a recurring contribution with Carry that you would like to cancel, you can do so in your Accounts page. Under your Contributions tab, yo...

Carry can accept rollovers from your existing retirement plans. If you have a 401k plan from your previous employer that you would like to rollover, f...

If you want to withdraw from your Carry account, first find all of your accounts in your Accounts page and select the account that you want to make a ...

You can set up Two Factor Authentication (2FA) to protect your account with an additional layer of security. This can be enabled through the  Security...

When you’re making a withdrawal, you’ll be asked to choose the reason you want to withdraw money. It’s important that you select the correct reason fo...

You can add beneficiaries to your retirement accounts by going to the Beneficiaries settings page in your dashboard. Select the retirement account t...

When you deposit money into Carry, it takes 1 to 3 business days to settle in your account. Your Activity tab will show you the deposit amount, date, ...

You can access your investing statements and account documents in the Documents page of your user profile. The link is located under your user profi...

When you make contributions, you’ll get account statements at the end of the month and individual transaction confirmations in your  Documents page . ...

There are two ways to add a new bank account in Carry. You’re given the option to add a new bank account when making a contribution to any account, or...

When you make a contribution to your account, you can choose to set up recurring contributions daily, monthly, or quarterly. When you set up recurring...

To make a contribution to any of your accounts, start by choosing the account that you want to make a deposit to. In this example, we’ll select the Ca...

When you create your Solo 401K through Carry, we help you create the plan. However, you are the plan administrator. Carry never has custody of your fu...

Required tax documents and filings vary by plan type. If you do not see a tax document in the tax documents section of the Carry website, and you ha...

Once you’ve funded your account through a contribution or rollover, you can start investing in individual stocks directly through our integrated inves...

There are three different ways to invest in cryptocurrencies with Carry. Through Bitcoin ETFs Through a Carry Self-Directed IRA (Roth and Traditional)...

Once you’ve funded your account through a contribution or rollover, you can start investing in ETFs directly through our integrated investment platfor...

In most cases, you can set up a Solo 401k plan for a prior tax year as long as you have not yet filed your tax return. This is a relatively recent cha...

You'll often see Solo 401k contributions referred to as either "Employee" or "Employer" contributions. This can be confusing for many self-employed pe...

There are multiple factors that go into calculating your Solo 401k contribution limit. Let's break them down. The IRS sets contribution limits by cale...

Yes, employee and employer contributions to your solo 401k can come from the same bank account, as long as you properly document it in the Carry app (...

Yes, each partner would be eligible for a solo 401k. The way it would work is we would set up solo 401k plans for each participant, which would be wri...

That is completely fine. You are allowed to contribute less than your elected amount (but not more). ​​The elections are typically maintained for audi...

The Carry Solo 401k supports the ability to take out a loan from your plan. You’re allowed to borrow up to 50% of your account value, up to a maximum ...

A mega backdoor Roth conversion consists of many moving parts and can seem confusing if you’re attempting to do one for the first time. At Carry, we s...

You can add a spouse to your Carry Solo 401k plan by first signing up to a Carry Solo 401k plan yourself. Your spouse would need to sign up for their ...

If you opened a new solo 401k plan recently, you might receive a letter in the mail from the Electronic Federal Tax Payment System (EFTPS) with inst...

If you want to make investments into alternative assets like crypto, real estate, and private equity outside of the Carry platform, you can easily do ...

Yes, the Carry Solo 401k Plan supports both loans and hardship withdrawals. A hardship withdrawal allows you to take an early distribution from your p...

If you have a traditional or Roth IRA with another provider that you want to rollover into a Carry Solo 401k Plan, there are two options you can take ...

In your contribution accounts, you’ll see an Optional After-Tax account as well as a Roth account. Since both Roth and After-Tax contributions a...

If you have an existing solo 401k plan with another provider that you want to transfer to the Carry Solo 401k, follow these steps. It takes less than ...

If you have payroll set up, you should report all Solo 401k contributions through payroll. This is required so that your year-end W-2 is correct. The ...

Contributions to a Solo 401k are limited by many factors, including annual limits, your business/self-employment profits, other 401(k) plans you may p...

You can use Carry Self-Directed IRAs to invest in startups on Angel List through Angel List’s special purpose vehicles (SPV) and roll up vehicles (RUV...

Carry Self-Directed IRAs are the easiest way to invest in alternative assets through tax-advantaged retirement plans. You can invest in anything from ...

A Roth IRA has income limits that restrict contributions if your income is too high. 2023 Roth IRA income limit:  You cannot contribute if your income...

Rolling over funds from another IRA into a Carry IRA is considered a custodian to custodian transfer, and is a quick and straightforward process. Firs...