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Legg Mason IRA Transfer of Assets Form

Request an IRA transfer of assets or a direct rollover from an existing retirement plan account to your Legg Mason IRA

  • Sep-05-2014
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016689

Legg Mason Roth IRA Conversion Request Internal Between LM Retirement Accounts

Convert a traditional, SEP or SIMPLE (after the required two year holding period) IRA within Legg Mason Funds to a Legg Mason Roth IRA

  • Sep-05-2014
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016744

Legg Mason IRA Certification Rollover Assets

Use this form to certify your rollover assets coming from an IRA account

  • Sep-05-2014
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016688

Legg Mason IRA Distribution Request

Request a distribution from your account

  • May-14-2018
  • Account Maintenance Form
  • public
  • PUB ID: LMFX010943

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

Helpful Tips to Prepare for a Retirement Plan Audit

Whitepaper offering insights to help plan sponsors and advisors prepare for a plan audit by providing a road map to help determine whether an audit is required, whether it can be limited in scope, what that means for the plan and how to select an auditor with the proper expertise.

  • Aug-23-2018
  • Whitepaper
  • advisor
  • PUB ID: RETX016252

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

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

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.

  • Nov-29-2018
  • Brochure
  • public
  • PUB ID: INTL488527

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.