A holiday gift for you 🎁

Redeem this before Dec 31!

Author

Carry Lab
December 25, 2023

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! 🏊‍♂️

First time reader? Subscribe here. 

Happy Holidays! 🎄 

As a thank you for a great 2023, we wanted to share a special treat with all of our loyal Independent Money readers. (Your surprise is at the end 🎁… so keep reading).

Carry Solo 401k —> $1500 Tax Credit

Tax law is constantly evolving, and as such new opportunities keep presenting themselves. 

Well, 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] 

Thanks for being a loyal reader 🏆️ 

You have until December 31 to claim your gift...

When you set up a Carry account before December 31, we’re giving you:

🎁 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)

If you have any questions reply to this email or send a note to [email protected] 

Have a Happy Holidays! ☃️ 

And if you’re in the giving spirit…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. ⏰ 

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.

Here’s what we’ll cover:

- A step-by-step guide on setting up your Carry account, with insights into the diverse account options available

- Unlocking the full potential of your account through features such as our financial advisor, robo-advisor, and seamless auto-contribution setup

- How to do complex tax-saving strategies (like a Mega Backdoor Roth) in clicks

- And much more!

Sign up here to attend live or get the replay: https://streamyard.com/watch/PW8ApH8xia7U

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:

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