What account types and services does Carry offer?
Edited
For Carry membership pricing information, check out: www.carry.com/pricing
Carry offers the below account types:
Solo 401k plan and underlying accounts:
Within a Solo 401k plan you can open a Solo 401k pretax account, a Solo 401k Roth account or both and in addition an after tax account if you have unlocked the Mega Backdoor Roth in the Solo 401k contribution election flow.
IRA(s):
Traditional IRA or Roth IRA.
Individual brokerage account:
A taxable brokerage account
Accounts
Please note that you can only open 1 of each account type and only 1 Solo 401k plan. Once an account is closed, it cannot be reopened nor can a new account of the same type be opened. For example if you were to close your Roth IRA, you would not be able to reopen that Roth IRA account on our platform or open a new Roth IRA.