Carry
5· 2 reviews
Since 2024Grow your net worth with smart tax optimization
Carry is an all-in-one platform for tax-advantaged accounts, investments and strategy for business owners and high earning professionals. Use Carry to set up a Solo 401k, self-directed IRA, backdoor + mega backdoor IRA and more.
Launched 20242 reviews
Tax preparationRetirement planningFinancial planningInvesting
What Carry looks like
How people rate Carry
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Based on 2 reviews
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Recent highlights
Evan Cohen5/51yr ago
Saves me way more in tax than it costs.
Tushar Rathod5/51yr ago
As one of the very early users of Carry (formerly Ocho), I must say that it is a fantastic platform for saving money. It has productized tax saving strategies that used to be “exclusive” to people with “access”. The platform is easy to use. And I learn a lot by way of their knowledge platform - live webinars with various experts. Great team, and Ankur has an amazing customer centric approach!
Tax preparationRetirement planningFinancial planningInvesting