Literature Results Page

This brochure provides comprehensive information on housing options in retirement and insight on the associated financial planning implications.

Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.

A brochure on the advantages of Investment-Only Variable Annuities (IOVA) which seek to keep costs low while harnessing the power of a tax deferral.

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.

Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.

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.

Request a distribution from your account

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.

A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.

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.