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EZ-IRA Investment Profile Questionnaire

Questionnaire designed to help identify your approach to investing.

  • Apr-25-2017
  • Worksheet
  • public
  • PUB ID: RETX341481

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.

  • Jun-15-2017
  • Brochure
  • advisor
  • PUB ID: TAPX011729

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 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 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

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.

  • Sep-13-2017
  • Brochure
  • advisor
  • PUB ID: RETX016031

Legg Mason IRA Distribution Request

Request a distribution from your account

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

Hiring a Home Care Agency Worksheet

From household support to skilled health care, it is vital to consider individual needs before hiring a home care agency.

  • Dec-15-2017
  • Worksheet
  • public

Evaluating Adult Day Services Worksheet

What type of resources does your loved one need? Adult day centers can provide Social, Medical or Specialized care. See more.

  • Dec-15-2017
  • Worksheet
  • public

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

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.