Maximize Your Year-End Tax Savings


Many tax-saving strategies can only be implemented before December 31. With Carry’s free EOY Tax Saving Checklist for Creators, you’ll get straightforward strategies to help reduce your tax bill and make the most of 2024’s tax-saving opportunities.

We’ve also designed this checklist to cut through the noise and give you actionable tips—no complicated jargon.


What’s Inside?


Here’s what we’ll dig into:

  • The Backdoor Roth Hack: The secret to getting money into a Roth IRA—even if your income is “too high” to qualify.
  • Solo 401(k): Why this account is a creator’s best friend when it comes to tax savings.
  • Charitable Giving, Done Right: How to give back and save big on taxes before December 31.
  • Investment Loss Harvesting: Turn your losing investments into a win on your tax return.
  • Payroll Perks for Your Kids: The underrated strategy that benefits your family and slashes your taxes.
  • Bonus: Printable checklist to help bring everything together


About Carry

At Carry, we’re here to help you save on taxes and simplify your financial planning. Whether it’s tools like Solo 401ks or expert resources, we’re dedicated to helping business owners and modern professionals like you succeed.

This checklist is for informational purposes only. Please consult a qualified tax professional for advice tailored to your specific situation.