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"The difference between someone who knows what they're doing and someone who doesn't is worth at least thousands of dollars in taxes." - Ankur Nagpal
Takeaways
- Carry helps business owners set up tax-advantaged accounts and offers support for alternative investments.
- Carry’s key services are setting up tax-advantaged accounts like solo 401(k)s and self-directed IRAs.
- Alternative assets can provide tax advantages for business owners and should be considered as part of their investment strategy.
- Finding alpha in tax strategies can be more impactful than traditional investing strategies.
- Taking a long-term view and focusing on systems and automation can lead to better investment outcomes.
Bio
Ankur Nagpal is the founder of Carry and previously founded Teachable, which he scaled to $60M+ in ARR. Ankur also runs a venture fund, Vibe Capital and has invested in 100+ startups.
