Don’t Miss This Tax Deadline

This simple step could potentially save you thousands in taxes if you're an eligible business owner or side hustler.

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Your tax savings expire soon

The clock’s ticking—December 31 is the deadline to set up your Solo 401k for 2024.

I know it can feel like one more thing to handle during an already busy time of year. But setting up a Solo 401k is a small action that if you're an eligible business owner or side hustler could potentially save you thousands in taxes while setting you up long-term financially for retirement.

Here’s the best part: with Carry, the process can be quick and simple.

  • Quick & easy setup: No tedious paper forms—Carry makes it all digital.

  • Maximize your tax savings: Get a tax deduction up to $69,000 this year.

  • $500/year tax credit: Plus, our plans qualify you for a $500/year EACA tax credit (more than enough to cover a Carry subscription). This applies to your first 3 plan years with auto-contributions enabled.

  • Advanced features, simplified: From Mega Backdoor Roth IRAs to 401k loans to alternative asset investments, Carry’s Solo 401k makes complex strategies accessible.

Over 1,200+ customers already trust Carry to manage their Solo 401ks. Here’s what they’re saying:

Unless otherwise noted, statements regarding individuals' experiences with Carry were made by customers who, at the time of their statements, did not receive any cash, non-cash compensation, or other benefits in exchange for their feedback. These results and experiences may not reflect those of all Carry customers and do not guarantee future performance or success.

And if you join before the end of the year, we’ll also send you a free copy of The 5 Types of Wealth by Sahil Bloom, delivered to your doorstep.

Have questions? Just hit reply—we’re here to help.

P.S. While the deadline to set up a Solo 401k for 2024 for most businesses is December 31, we recommend doing this by December 24 to give us time to handle any special situations, such as adding a spouse or modifying your contribution elections, before the end of the year.

Read our full disclosures here.

What’s Happening at Carry?

Here’s what you can expect in the coming weeks

See the full list of events here.

QUICKSTART: Overview of Carry platform + Demo

Whether you're thinking about joining Carry or just curious to learn what we're all about, this workshop is tailored just for you! Join us as we dive into all the ways Carry can simplify your financial journey and streamline tax processes, like setting up your Carry Solo 401k.

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