Carbon Collective offers our members several retirement and general brokerage account types
We offer several tax-advantaged retirement account options through our robo-advisor platform, Altruist:
- Traditional IRA
- Beneficiary IRA
- Roth IRA
- Beneficiary Roth IRA
- SEP IRA
- SIMPLE IRA
Through Altruist, we also offer general taxable brokerage accounts:
- Individual brokerage
- Joint Trust with Rights of Survivorship (JTWROS)
- Trust
- UGMA/UTMA
Our 401(k) partner Ubiquity collaborates with us to offer a Solo 401(k).
Though we do not currently offer college savings plans such as a 529 or Coverdell, the importance of providing these options is on our radar, and we will let our members know when these do become available.