How do I move my Carry Solo 401k funds to my Carry IRA?

Edited

If you shut down your business or are no longer able to contribute to a Solo 401k and want to rollover the funds to an IRA, you can follow the steps below.

You'll need to ensure you have the IRA destination account open. If you need to open it, you can do so from the Carry home page.

Then from the Solo 401k account click 'Transfer or Withdraw' on the top right hand side and then click 'Transfer within Carry' and complete the flow