Frequently Asked Questions

Why did I receive a letter from EFTPS in the mail? How to invest on Angel List with a Carry Self-Directed IRA How to invest in alternative assets with Carry Self-Directed IRAs How to get a solo 401k loan with Carry How to do a backdoor Roth IRA with Carry How to add a spouse to your Carry Solo 401k How to invest in crypto with Carry retirement accounts How To Do A Mega Backdoor Roth Conversion How do I roll funds from another IRA provider into a Carry IRA? Can employee and employer contributions come from the same bank account? Does the Carry Solo 401k allow solo 401k loans and hardship withdrawals? What if I make an election but cannot make the full contribution by the deadline? What is the Optional After-Tax account? (After-Tax vs Roth) How to invest in alternative assets with the Carry Solo 401k How to transfer your solo 401k from another plan provider to Carry Can I rollover my IRA with another provider into a Carry Solo 401k? I am a business owner in a partnership. Do I and my business partner qualify for a solo 401k, and do we need to get separate plans? Is Carry insured? Who is the custodian of my account? How do I invest in ETFs with Carry? How do I invest in stocks with Carry? What do the different withdrawal reasons mean? How do I initiate a withdrawal? How do I set up recurring contributions? How do I make a contribution? How do I link my bank accounts to my Carry account? Where can I find my deposit status and confirmation? How long do deposits take? How do I rollover my 401k into Carry? How do I cancel my recurring contributions? How can I upgrade my plan from Basic to Professional? Where can I find my account statements and documents? How do I add a beneficiary to my account? How do I set up Two Factor Authentication (2FA)? Can I open a Carry Solo 401k or IRA if I’m not a US citizen and live outside of the US?