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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

EZ-IRA Investment Profile Questionnaire

Questionnaire designed to help identify your approach to investing.

  • Aug-16-2016
  • Worksheet
  • public
  • PUB ID: RETX248406

Expanding Your Plan's Fixed Income Options - Is Your IPS Ready?

Whitepaper outlining how a retirement plan's Investment Policy Statement (IPS) may be revised to add flexibility to traditional fixed income options. Includes a fixed income checklist for a Plan’s IPS.

  • Aug-03-2016
  • Whitepaper
  • public

Wagner Law Group Next Generation IRAs

Compares new types of IRAs including myRA, state mandated IRAs and private sector payroll IRA programs.

  • Apr-22-2016
  • Whitepaper
  • advisor
  • PUB ID: RETX261659

Wagner Law Group DOL Fiduciary Rule Presentation

A presentation prepared by the Wagner Law Group providing an overview of the new DOL Fiduciary Rule.

  • Jun-06-2016
  • Presentation
  • advisor

How Long Will Your Savings Last

A brochure explaining how long a retiree's money might last depending on when they retire and how they invest. Includes an inflation-indexed chart portraying how long income lasts over various retirement ages from 1926 to 1984.

  • Jun-21-2016
  • Brochure
  • public
  • PUB ID: LMFX016241

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.

  • Jul-27-2016
  • Whitepaper
  • advisor
  • PUB ID: RETX016252

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

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