IRA Rollovers
How do I rollover a 401k to a Traditional and/or Roth IRA with Capitalize?
Step 1: Log into Carry, navigate to "Home " , and select "Rollover to Carry". Step 2: Choose "401k" as the account you are rolling over. Step 3: Se...
How do I rollover funds from another IRA or previous employer 401k provider into a Carry IRA?
*Please note we don't currently support SEP IRA transfers or partial account transfers via ACAT or cash (through wire or check) on our website. Step ...