Hey there! Welcome to the Independent Money newsletter 👋 We’ll be exploring the latest financial news and discussing how it affects entrepreneurs like you. Plus, we'll share some awesome wealth creation insights from successful entrepreneurs.

Let’s dive in! 🏊‍♂️

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Spend your NYE with us and and embark on a simple yet impactful financial reset before 2024. 

As the year comes to a close, it’s only natural to feel a sense of time slipping through our fingers. Do your New Year's Resolutions include financial goals? Then now is the best time to lay the groundwork, ensuring you enter 2024 well prepped to tackle them.

You have until December 31 to do a few key actions that’ll kickstart your journey. Plus, don't forget to claim your special gift from us!

The First Steps to a Total Financial Reset

When you set up a Carry account before December 31, our gifts to you includes rolling into the new year worry free with a sense of financial preparedness:

🎁 Surprise #1: 25 Strategies to Save Money on 2023 Taxes ($499 value)

• This premium course took months to put together and is the most comprehensive program that will provide step-by-step guidance on the key things you need to know on leveraging the most impactful tax-saving strategies

• Deep dive will also help you know what to bring up to your CPA 

🎁 Surprise #2: Live Office Hours ($400 value + included by popular demand!)

• Interactive group sessions hosted with team Carry or financial experts

• Get your questions answered and receive full support (no matter how big or small)

Every Solo Business Owner Can Get a Free $1500 From The Government

Carry Solo 401k —> $1500 Tax Credit

Brace yourself for this: your business could likely qualify for a $1500 tax credit over the next 3 years.

Read this thread or our blog post for more information on how it works.

It’s important to note that if you create a Solo 401k on any of the big brokerages (Schwab, Fidelity, Vanguard) - they don’t have this feature so you can’t claim this credit.

On Carry it’s an easy question in our onboarding flow:

And here’s a step by step guide on setting up your Solo 401k with Carry:

Already have a Solo 401k set up elsewhere and want to roll it over to Carry or interested in taking advantage of this tax credit? Reply to this email or send a note to [email protected] 

Have a Happy New Year! 🎆 

Let’s end the year on a high…leave us a note on why you’re a loyal reader or Carry user and tag us on Twitter, Instagram, Linkedin, or TikTok 

What’s Happening at Carry?

Here’s what you can expect in the coming weeks

See the full list of events here. ⏰

Want More?

Still can’t get enough? Well, we’ve got you covered!

Think your friends might like it? Be sure to share it with them! 📩

If you want more resources on building wealth as a solopreneur/entrepreneur, check these out:

• The Solo 401k handbook 

• Common Solo 401k FAQ

• What is a Solo 401k?

• How to Open a Solo 401k

• Solo 401k Contribution Calculator