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Smart Yield is our alternative to a high-yield savings account. We automatically allocate your cash to strategic money market funds designed to help you keep more of what you earn, potentially with zero federal, state, or local taxes.
Smart YieldOur investment alternative to a high-yield savings account
Carry is an all-in-one platform for tax-advantaged accounts, investments and strategy for business owners and high earning professionals. Use Carry to set up a Solo 401k, self-directed IRA, backdoor + mega backdoor IRA and more.
CarryGrow your net worth with smart tax optimization