Retirement Reimagined® for Advisors


The time to start planning is now

It’s beneficial to your quality of life to think about retirement and, most especially, to think about the finances you’ll need to realize the retirement lifestyle you imagine. We know that tucking money away for retirement can be a challenge. Review our materials for ideas on planning and saving for the future you envision.

Our worksheets will help you:

  • Visualize your retirement goals
  • Compare different retirement and education accounts
  • Determine how you can best save for retirement


Featured Resources


Retirement Account Quick Reference Guide

A guide comparing a Traditional IRA, Roth IRA, SEP, SIMPLE IRA, 403(b)(7), and 401(k). Includes information on taxable income and plan contribution limits.


Your Retirement: Discover Tomorrow's Needs Today

A projection of everyday costs and life events that one must consider when saving for retirement. Includes the future of health care costs, life expectancy and tips on creating an investment strategy.


Your Options for Lump Sum Distributions

A brochure explaining the options available with a lump sum distribution. Compares cash distributions, leaving your money with your current employer's retirement plan, moving assets to your new employer's retirement plan, and moving assets from your current employer's plan to a Rollover IRA.

Related Resources

Title Description
Which Type of IRA is Right for You Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.
Which Type of IRA is Right for Your Business Compares SEP IRA plans with SIMPLE IRA plans, explaining factors such as corporate eligibility rules, coverage requirements, contribution limits and other specifications.
Advantages of a SEP IRA Explains the advantages of a Simplified Employee Pension (SEP) IRA Plan for small-business employees and self-employed individuals.
Advantages of a SIMPLE IRA Outlines the advantages of a Savings Incentive Match Plan for Employees (SIMPLE) IRA, including payroll deduction feature, tax benefits, and administrative ease.
Advantages of a 403b7 account Explains how 403(b)(7) accounts can help employees reduce current taxes while saving for retirement. Includes eligibility requirements, investment options, contribution limits and a discussion on the power of tax deferral.
What Will Your Retirement Look Like Presentation Created to help individuals envision their ideal retirement. Includes information on how to plan effectively to reach their goals with the help of a financial advisor.

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

The Advisor Partnership Program (TAPP)®, Our Experience. Your Potential®, ACES®, ACES — Advisor Commitment to Education and Service®, and Retirement Reimagined® are registered trademarks of Legg Mason Investor Services, LLC.