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Multi-Fund Guide - QS Asset Allocation Funds

A guide to the QS Legg Mason Defensive Growth Fund, QS Legg Mason Conservative Growth Fund, QS Legg Mason Moderate Growth Fund, and QS Legg Mason Growth Fund, four professionally managed funds can provide a portfolio with the appropriate mix of risk and potential reward for specific investment profiles.

  • Apr-26-2017
  • Multi-Fund Guide
  • public
  • PUB ID: QSIN117252

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.

  • Mar-03-2017
  • 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.

  • Mar-02-2017
  • 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-29-2017
  • 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-19-2017
  • Brochure
  • public
  • PUB ID: TAPX014237

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

ACES Employee Survey

Employee survey designed for plan sponsors to use with plan participants to determine if their current plan and plan design is meeting participants' needs.

  • Jun-28-2016
  • Worksheet
  • public
  • PUB ID: TAPX015809-W10

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-12-2016
  • Worksheet
  • 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.