How do I initiate a withdrawal?
If you want to withdraw from your Carry account, first find all of your accounts in your Accounts page and select the account that you want to make a ...
How do I cancel my recurring contributions?
If you've set a recurring contribution with Carry that you would like to cancel, you can do so in your Accounts page. Under your Contributions tab, yo...
How do I add a beneficiary to my account?
You can add beneficiaries to your retirement accounts by going to the Beneficiaries settings page in your dashboard. Select the retirement account t...
How can I upgrade my plan from Basic to Professional?
The Professional Plan includes a much more guided and customized experience to help you achieve your financial goals. In addition to everything in the...
Does the Carry Solo 401k allow solo 401k loans and hardship withdrawals?
Yes, the Carry Solo 401k Plan supports both loans and hardship withdrawals. A solo 401k loan lets you borrow up to 50% of your account's cash balance ...
Can I rollover my IRA with another provider into a Carry Solo 401k?
If you have a traditional or Roth IRA with another provider that you want to rollover into a Carry Solo 401k Plan, there are two options you can take ...
Can I open a Carry Solo 401k or IRA if I’m not a US citizen and live outside of the US?
Unfortunately not right now; you need a US address in order to open an IRA and 401k brokerage accounts in the Carry application. We can set up a solo ...
Can employee and employer contributions come from the same bank account?
Yes, employee and employer contributions to your solo 401k can come from the same bank account, as long as you properly document it in the Carry app (...