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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.

  • Jun-14-2016
  • Investment Idea
  • public
  • PUB ID: QSIN226664

Avoiding Dollar Cost Ravaging - Volatility and Retirement

Turbulent markets and low interest rates can be especially challenging for retirees who depend on their investment portfolios. For these investors, low-volatility strategies that emphasize income can offer meaningful advantages.

  • Aug-09-2016
  • Whitepaper
  • public
  • PUB ID: MIPX290864

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

  • Nov-11-2016
  • Account Maintenance Form
  • public
  • PUB ID: LMFX010943

LPL Financial Retirement Scorecard

Access to LPL Financial’s retirement scorecard. The LPL Financial scorecard highlights select Legg Mason funds and their suitability for retirement plan line-up.

  • Feb-13-2017
  • Brochure
  • advisor
  • PUB ID: LMFX014893

Retirement Account Quick Reference Guide

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.

  • Jan-19-2017
  • Brochure
  • public
  • PUB ID: TAPX014237

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.

  • Feb-01-2017
  • Brochure
  • advisor
  • PUB ID: RETX015915

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.

  • Jun-22-2016
  • Brochure
  • public
  • PUB ID: TAPX015653

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.