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Carry

Carry

Grow your net worth with smart tax optimization

5.0
•2 reviews•

293 followers

Grow your net worth with smart tax optimization

5.0
•2 reviews•

293 followers

Visit website
Tax preparation
•
Retirement planning
•
Financial planning
•
Investing
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.
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Company Info
carrymoney.com
Carry Info
Launched in 2024View 1 launch
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p/carry-3
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5.0
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Tushar Rathod
Tushar Rathod
•1 review
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!
Report
1yr ago
Evan Cohen
Evan Cohen
VALT

VALT

•1 review
Saves me way more in tax than it costs.
Report
1yr ago