For those from Johnson & Johnson.

Maximizing Your J&J Retirement Plan

From career heights to retirement dreams.

At Schorpp Capital Management, we specialize in guiding Johnson & Johnson employees and retirees through the complexities of their unique benefits packages. Whether you're managing pension plans, 401(k) options, or healthcare decisions, we provide personalized financial strategies tailored to your needs. Our goal is to help you make the most of your retirement, ensuring a smooth transition and long-term financial security.

Schedule a free consultation.
johnson & johnson retirees

Strategic support for your financial future.

Imagine having a trusted guide who understands the ins and outs of your Johnson & Johnson benefits, walking beside you every step of the way. At Schorpp Capital Management, we provide specialized financial services tailored to your unique journey. From optimizing your pension and 401(k) plans to navigating healthcare options and managing stock awards, we're here to help you make the most of your hard-earned benefits. Our compassionate team crafts personalized strategies that align with your dreams and goals, ensuring your financial future is as rewarding as your career has been.

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pension optimization
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401(k) and Roth Guidance
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Healthcare & Medicare
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Stock Options & RSUs Management
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Retirement tax & Income Strategy
Get in touch.
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See resources for clients from Johnson & Johnson.

  • J&J Benefits Portal


    Pension Calculator

  • Medicare Enrollment Guide

    Explore your healthcare coverage options as a J&J retiree, including Medicare and supplemental insurance.

    Medicare.gov

  • Social Security Administration

    Manage your Social Security benefits, including Medicare enrollment.

    ssa.gov
frequently asked questions

Explore how we serve Johnson & Johnson employees & retirees.

Johnson & Johnson retirees face unique financial decisions, from navigating pension plans to managing stock options. We’re here to help simplify these choices, ensuring you feel confident about your financial future.

  • How can I effectively manage my Johnson & Johnson pension and company stock?

    We offer specialized advice on optimizing your pension and stock options, helping you understand the best choices for distributions, rollovers, and tax implications.

  • How do stock options and RSUs work in retirement?

    Our team guides you on the best ways to manage stock options and RSUs for long-term growth and tax efficiency.

  • How can I manage taxes on my retirement income?

    We develop strategies to minimize tax liabilities on pensions, 401(k) withdrawals, and stock options.

  • What are my healthcare options as a Johnson & Johnson retiree?

    We provide thorough guidance on Medicare and supplemental insurance plans, helping you select coverage that meets your healthcare needs and budget.

  • How does Schorpp Capital Management support Johnson & Johnson retirees in planning their retirement income?

    We develop customized income strategies that consider all your financial resources, ensuring a reliable and sustainable income throughout retirement.

  • What investment strategies are recommended for Johnson & Johnson retirees?

    We focus on personalized investment strategies that balance risk and reward, aimed at preserving your wealth and generating income for a secure retirement.