Retirement Reimagined® for Advisors
RETIREMENT DECISIONS ARE AS
INDIVIDUAL AS YOU ARE
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
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.
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.
|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.|
|How Do You Define A Successful Retirement Worksheet||A step-by-step guide and worksheet to help you plan for your future, including budget and expense considerations to personalize your retirement strategy.|
|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.|
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.