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Carry

Grow your net worth with smart tax optimization
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Carry is an all-in-one platform for tax-advantaged accounts, investments, and strategy, designed to help you optimize your financial planning and retirement savings. It provides access to Solo 401k, cash balance plans, and Mega backdoor Roth for business owners, offsetting taxes with alternative investments, backdoor Roth IRA, and estate planning trusts for high-income professionals, and a custom financial plan, retirement accounts, and a no-fee roboadvisor for everyone. You can manage your retirement accounts, invest in various asset classes, and receive personalized financial planning to maximize your tax savings and build wealth for the future.

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Featured on March 17, 2024

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