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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.
- Feb-04-2019
- Brochure
- public
- PUB ID: TAPX014234
Which Type of IRA is Right for You - Spanish
Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.
- Mar-08-2019
- Brochure
- public
- PUB ID: INTL488527
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.
- Feb-15-2019
- Brochure
- public
- PUB ID: TAPX014294
Legg Mason IRA Distribution Request
Request a distribution from your account
- May-14-2018
- Account Maintenance Form
- public
- PUB ID: LMFX010943
Unconstrained Investing: Stay Active in These Uncertain Times
Robert Abad explains why income generation via global credit will become an increasingly integral part of investors preferences and how active sector rotation will be essential.
- Jan-16-2019
- Market Commentary
- advisor
- PUB ID: WASX496491
ACES 2.0 Workbook
A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.
- Oct-31-2018
- Brochure
- advisor
- PUB ID: TAPX015809
Value-Added Resources For Your Business (Retirement)
Legg Mason's resources help financial professionals successfully develop and service their retirement plan business and build strong relationships with plan sponsors and plan participants.
- Oct-01-2018
- Brochure
- advisor
- PUB ID: RETX016031
Value-Added Resources For Your Business
A brochure of Legg Mason's resources to help financial professionals successfully develop and service their retirement plan business and build strong relationships with plan sponsors and plan participants.
- Oct-03-2018
- Brochure
- advisor
- PUB ID: TAPX011729
ERISA Helpdesk
Contact Information for The ERISA Helpdesk, part of the Legg Mason Retirement Advisor Concierge Program, an exclusive benefit that offers enhanced access, tools and support to those recognized as the top advisors in today’s rapidly changing retirement market.
- Sep-21-2018
- Brochure
- advisor
- PUB ID: RETX015915
ACES 2.0 Advisor Presentation
A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.
- Aug-27-2018
- Presentation
- advisor
IMPORTANT INFORMATION: 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.
Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.
FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.
