Literature Results Page

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

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

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

Request a distribution from your account

A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.

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.

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.

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.

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

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