Literature Results Page

Filter by Material Type:
Advanced Filters:
Topics 


Results Loading...

Your Options for Lump Sum Distributions

A brochure explaining the options available with a lump sum distribution. Compares cash distributions, leaving your money with your current employer's retirement plan, moving assets to your new employer's retirement plan, and moving assets from your current employer's plan to a Rollover IRA.

  • Jan-19-2018
  • Brochure
  • public
  • PUB ID: TAPX014898

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.

  • Jan-22-2018
  • Brochure
  • public
  • PUB ID: TAPX014234

Low-Cost 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.

  • Mar-20-2018
  • 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.

  • Feb-09-2018
  • Brochure
  • public
  • PUB ID: TAPX014237

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

How Do You Define A Successful Retirement Worksheet

A step-by-step guide and worksheet to help you plan for your future, including budget and expense considerations to personalize your retirement strategy.

  • Mar-03-2017
  • Worksheet
  • public
  • PUB ID: TAPX014420

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

What's The Plan for Your Plan

Whitepaper detailing 401(k) plans and other similar tax-qualified retirement plans for employers. Includes instructions for using metrics and a checklist to evaluate a plan's level of success.

  • Aug-03-2016
  • Whitepaper
  • public
  • PUB ID: RETX015411

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

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.