What account types and services does Carry offer?

For Carry membership pricing information, check out: www.carry.com/pricing

Carry offers the following account types:

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.

Traditional IRA or Roth IRA.

A taxable brokerage account

In addition to the above account types, we have a Certified Financial Planner, Tax Filing, Tax Planning and Bookkeeping add-ons available.

To add a CFP, you can click on the 'Plan' tab > 'Financial Plan' to see the upgrade option details and opt-in

• Essential planner is $29/month.

• Premium planner is $99/month.

For Tax Filing, click on the 'Plan' tab on the website > 'Tax Filing' to get started. Tax Filing starts at $999/year for personal taxes and $1999 for personal and business tax filing. To message with the april team from the Tax Filing section on the top right click 'Get Help' > Messages.

For Tax Planning, click on the 'Plan' tab on the website > 'Tax Planning' to get started. Quarterly Tax Planning which includes 4 sessions is $499/year. Annual Tax Planning with 12 sessions is $999/year. To message with the april team from the Tax Planning section on the top right click 'Get Help' > Messages.

For bookkeeping, you can click on the 'Plan' tab on the website > 'Bookkeeping' to schedule a call to determine if it is the right fit and get a quote for your business needs.

Carry Lab access is already included in Pro and Core Carry memberships via the Learn tab.

For those who don't need any investment accounts and want access to all of our courses and content, we have a Carry lab tier which is $19/month or $120 for the annual plan.

You can sign up for Carry Lab here.