Product Information
What is Carry-3?
Carry is the all-in-one platform for tax-advantaged accounts, investments, and strategies tailored for business owners and high-income professionals. Use Carry to set up a Solo 401K, Self-Directed IRA, Backdoor + Mega Backdoor IRA, and more.
How to use Carry-3?
Carry is an all-in-one platform designed to help business owners and high-income professionals grow their net worth through tax optimization strategies, investments, and tax-advantaged accounts.
Core Functions of Carry-3
Offer tax-advantaged accounts (e.g., Solo 401k, IRA)
Support investments in stocks, ETFs, mutual funds, etc.
Provide robo-advisory services for automated investment management
Allow alternative asset investments (e.g., real estate, crypto)
Offer professional financial planning, tax filing, and bookkeeping services
Support Roth contributions and Mega Backdoor Roth
Usage Scenarios of Carry-3
- Business owners set up Solo 401k for tax optimization.
- High-earners explore alternative investments and estate planning.
- Individuals access professional financial planning and tax services.
- Side hustlers save for retirement via Solo 401k.
- Invest retirement funds in real estate, crypto, and alternative assets.
- Direct investments through IRA or Solo 401k for wealth growth.
Common Questions about Carry-3
What does Carry do?
How do I use Carry?
What are the core features of Carry?
What are the use cases for Carry?
