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

You typically cannot move funds from a Solo 401k into an IRA outside of using the Mega Backdoor Roth strategy unless you are shutting down the business or no longer able to contribute to a Solo 401k. If you have questions about this, please speak to your tax professional.

Here are the steps:

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 website home page.