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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-29-2017
  • Brochure
  • public
  • PUB ID: VANN115300

Advantages of 401(k) Plan

Explains the potential benefits of a 401(k) plan, eligibility requirements, and the advantages of tax-deferred accounts.

  • Mar-13-2017
  • Brochure
  • public
  • PUB ID: TAPX177517

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.

  • Mar-02-2017
  • Brochure
  • public
  • PUB ID: TAPX014294

EZ-IRA Investment Profile Questionnaire

Questionnaire designed to help identify your approach to investing.

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

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

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.

  • Jun-07-2017
  • Brochure
  • public
  • PUB ID: TAPX015653

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

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

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

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.