Literature Results Page

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

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

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.

Request a distribution from your account

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.

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.

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.

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.

A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.

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.