Avoid IRS Penalties | Customize Your Plan
Are you a Californian business with five or more employees? Then you will soon be required to offer a retirement plan.
Comply with the new requirements without just accepting the state's program "Calsavers".
- Annual contribution limits are much lower in "Calsavers"
- Calsavers is much less flexible
- CalSavers contributions are not eligible for a current year tax deduction
Don't settle for Calsavers! Know your options to customize your plan today.
Get your free no-obligation retirement plan consultation now with the advisors at Loza Beck Wealth Management, right here in Southern California!
Brittany Powers
Operations Manager
(951) 381-2003
Originally from Georgia, Brittany graduated with a degree in Business Administration in 2013. Later that same year, she began her career at Waddell & Reed in Riverside, CA as the division administrative assistant. In 2017, she joined...
Steven Beck, AIF®, AWMA®, CFP®
Managing Partner
(951) 381-2003
Born in southern California, Steven grew up in Bigfork, Montana, a small town in northwest Montana. After serving in the United States Army, Steven moved back to California, where he graduated with a degree in...
Thomas Loza, AIF®, RFC®
Managing Partner
(951) 381-2003
A Southern California native, Tom Loza has made Riverside a home for both his family and his successful practice. Tom began his career in wealth management at the height of the financial crisis.