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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.

  • Feb-01-2019
  • Brochure
  • public
  • PUB ID: TAPX015653

Which Type of IRA is Right for You

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

  • Feb-04-2019
  • Brochure
  • public
  • PUB ID: TAPX014234

Tax-Advantaged Retirement Savings

A brochure on the advantages of Investment-Only Variable Annuities (IOVA) which seek to keep costs low while harnessing the power of a tax deferral.

  • Sep-11-2018
  • Brochure
  • public
  • PUB ID: VANN115300

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-30-2019
  • Brochure
  • public
  • PUB ID: TAPX014237

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.

  • Mar-08-2019
  • Brochure
  • public
  • PUB ID: INTL488527

Advantages of a 403b7 account

Explains how 403(b)(7) accounts can help employees reduce current taxes while saving for retirement. Includes eligibility requirements, investment options, contribution limits and a discussion on the power of tax deferral.

  • Feb-15-2019
  • Brochure
  • public
  • PUB ID: TAPX014294

Legg Mason IRA Distribution Request

Request a distribution from your account

  • May-14-2018
  • Account Maintenance Form
  • public
  • PUB ID: LMFX010943

Unconstrained Investing: Stay Active in These Uncertain Times

Robert Abad explains why income generation via global credit will become an increasingly integral part of investors preferences and how active sector rotation will be essential.

  • Jan-16-2019
  • Market Commentary
  • advisor
  • PUB ID: WASX496491

ACES 2.0 Workbook

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

  • Oct-31-2018
  • Brochure
  • advisor
  • PUB ID: TAPX015809

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.

  • Oct-01-2018
  • Brochure
  • advisor
  • PUB ID: RETX016031

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.