At Carry, our upfront fee is transparent and covers full access to our plans and services, with no AUM fees lurking around. Curious about what each tier offers? Check out our detailed pricing list here: carry.com/pricing
Hey there! 👋🏽
Do you wish you could find better tax savings and potentially put thousands back in your pocket?
Or build a tax-advantaged portfolio tailored to your comfort level and goals?
What about access to workshops and Q&As with seasoned experts to help you master your finances?
You do? In that case... I think you're going to love this special offer from Carry 🙂
Today 11:52
What they’re saying about Carry
You guys really nailed the educational component here - impressive work. UX is fantastic.
Patrick Cason 
I've been a customer for just over a year. Great UX compared to legacy products out there. Thanks for building this!
Shahed Khan HUGE fan of Carry. My wife and I use it for our Solo 401Ks, and it's so much better than the alternatives we explored.
Jay Clouse Unlock Tax Savings
Use Carry for tax savings (including a Solo 401k that can help business owners and side-hustlers get up to a $69,000 tax deduction).
Alternative Investments *
Open Individual Retirement Accounts that support investments in stocks, ETF's - or alternatives like crypto **, real estate and other self-directed asset classes.
Personalized Portfolio
Get access to our no-AUM fee roboadvisor that automatically builds you a smart portfolio catered to your risk level ‡
Masterclasses on Money
Plus our collection of courses and workshops on personal finance, tax saving tips, credit card points, and more. We also host weekly Q&As with seasoned experts to dig into these topics even more.
Bonus Welcome Gift
5-Day Beginner’s Guide to Investing Course
Let's face it, investing can feel a bit overwhelming, but it doesn't have to be!
This five-day (on-demand) course will be your friendly guide and introduction to the world of investing. Taught by Brennan Schlagbaum (a.k.a. BudgetDog), he’ll break down everything from the stock market basics to building a portfolio that's right for you.
No jargon, no intimidation – just practical steps to help you get started with confidence.Â
“I've put away more money in the last 2 years via Carry than the last 5 years combined”
"I've not only put away more money in the last 2 years via Carry than the last 5 years combined (solo401k FTW!), I've also learned so much about the tax code.
As they say, the only partner you'll have on every business is the US federal government. Learn how to optimize your share."
- Matt Brezina
Entrepreneur, Investor (and Carry Customer!)
Find the perfect fit for your financial goals
Basic Plan
$29/month
or $299/year
Change your mind? No sweat!
Cancel your Carry plan at anytime.
No questions asked.
Questions before joining?
Why does Carry have an upfront fee?
Can I move my existing Solo 401k or IRA to Carry?
Absolutely!
For Solo 401k: Just set up your Carry account and select the option to restate your plan.
For IRAs: Simply create a new IRA after setting up your Carry account and transfer your assets
Have questions about the process? We're here to help, just reach out!
Can I sign up for a Solo 401k as a Sole Proprietor or do I need an LLC?
Yes! If you're a Sole Proprietor, you can easily set up a Solo 401k with us.
No LLC? No problem! All you need is an EIN, which you can obtain from the IRS website. The application usually takes a few minutes and issue your EIN instantly.
Who can set up a Solo 401k?
You would most likely qualify if:
- You're earning self-employed income as a business owner, freelancer, creator, or side-hustler (any business entity type is eligible, including multi-partner LLCs)
- You have no full-time employees (outside of your spouse)
- You're a U.S. resident
Feel free to reach out to us if you have any questions!
Are there any other fees with Carry?
Transparency is key, so here's the breakdown: While Carry does not charge AUM fees, there are other standard fees (which are comparable with other providers in the industry). This includes:
- Any underlying investment fees (for ex. If you buy an ETF, the underlying fund expense ratio; this goes to the fund and not Carry)
- Certain transaction fees charged by our custodians, like initiating an outgoing ACH or purchasing Cryptocurrency
Can I/how do I invest in alternative assets with Carry?
With Carry, you can set up a Self-Directed IRA to explore alternative asset investments. Learn more about SDIRAs and how to get started here: carry.com/sdira.
- Any underlying investment fees (for ex. If you buy an ETF, the underlying fund expense ratio; this goes to the fund and not Carry)
- Certain transaction fees charged by our custodians, like initiating an outgoing ACH or purchasing Cryptocurrency