What account types and services does Carry offer?
Edited
Carry offers the following account types:
Solo 401k Business account(s):
Within a Solo 401k plan you can open a pretax account, a 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
Other Add-on services:
In addition to the above account types, we have a Certified Financial Planner and a Bookkeeping add-on.
Certified Financial Planner
To add a CFP, you can click on the 'Plan' tab to see both plan details and opt-in
Essential planner is $29/month.
Premium planner which is $99/month.
Bookkeeping
For bookkeeping, you can click on the 'Bookkeeping' on the website to schedule a call to determine if it is the right fit and get a quote for your business needs.