who we serve
We specialize in helping employees & retirees from the following companies:
Did you know?
If you are over 59 and a half, most 401k’s allow you to do an in-service distribution of your 401k account to your own IRA account.
By rolling your in-service distribution to Schorpp Capital Management, you have an entire suite of financial planning services: robust retirement planning tools, investment management, tax planning, income distribution strategies, Medicare and social security strategies - to name just a few. IRAs have certain advantages over 401(k) plans, one of the big ones being more investment flexibility. Instead of having to choose from your plan's 'menu' of investment funds, Schorpp Capital can professionally invest IRA funds in virtually any stocks, bonds, ETFs, or mutual funds.
We know rolling over your money into an IRA isn't right for everyone. If you have a good 401(k) with low-fee investment funds and you prefer to keep your investments on autopilot, there's a good argument to be made in favor of leaving the plan where it is. Also, 401k’s are protected from bankruptcy.
If doing an in-service distribution is something to explore, give us a call.
what we do
Here's what we do best.
Taxation
Our tax planning services help integrate tax-efficient strategies into every aspect of your financial plan. We focus on minimizing your tax burden while maximizing retirement income, ensuring that your savings last.
Investment
We looks at your total investment picture, applying strategic insights to maximize returns and minimize risks. We align your portfolio with your goals, making sure that it works as hard as you do.
Medicare
Ensure your healthcare needs are fully covered in retirement. We provide expert Medicare planning, guiding you through the best choices to protect your health and financial well-being.
Lifestyle
Our holistic approach integrates all areas of your financial life, ensuring that every piece fits together perfectly. We address your immediate needs and long-term aspirations, crafting a plan that evolves with you.
Estate
Secure your legacy and provide for your loved ones with confidence. We offer personalized estate planning services, guiding you through every step to ensure your wishes are honored.
Retirement
Our retirement income planning specialists help you choose the strategy that best suits your needs, whether it's through portfolio-based withdrawal strategies or annuities with income guarantees.
1200 Tices Ln, East Brunswick, NJ 08816, United States of America
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