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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

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

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

MPI Target Date Fund Report - Sample

The MPI Target Date Fund Report compares portfolio characteristics and performance data of existing and proposed Target Date Funds.

  • Jul-29-2019
  • Competitive Intelligence
  • institutional

Aging and Its Financial Implications: Planning for Housing brochure

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

  • Aug-23-2019
  • Brochure
  • public
  • PUB ID: TAPX015653

Dynamic Risk Management - Volatility Managed Systematically

Dynamic Risk Management (aka Dynamic Rebalancing) is disciplined technique to help manage through downside market volatility, as well as capture market opportunity.

  • Aug-23-2019
  • Investment Idea
  • public
  • PUB ID: QSIN226664

MPI Investment Analyzer - Sample

The MPI Investment Analyzer has the capability to compare existing and proposed retirement plan lineups designated by a financial advisor.

  • Aug-23-2019
  • Competitive Intelligence
  • advisor
  • PUB ID: RETX013049

Retirement Plan Advisory Group Scorecard

Retirement Plan Advisory Group (RPAG) scores for select Legg Mason funds.

  • Aug-23-2019
  • Multi-Fund Guide
  • advisor
  • PUB ID: LMFX013777

Multi-Fund Guide - QS Asset Allocation Funds

A guide to the QS Legg Mason Defensive Growth Fund, QS Legg Mason Conservative Growth Fund, QS Legg Mason Moderate Growth Fund, and QS Legg Mason Growth Fund, four professionally managed funds can provide a portfolio with the appropriate mix of risk and potential reward for specific investment profiles.

  • Aug-23-2019
  • Multi-Fund Guide
  • public
  • PUB ID: QSIN117252

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.

  • Aug-23-2019
  • Brochure
  • public

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.