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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

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

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.

  • Feb-27-2019
  • Brochure
  • public
  • PUB ID: TAPX014898

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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.

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