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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

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

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

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.

  • Aug-23-2019
  • Brochure
  • public

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.

  • Aug-23-2019
  • Brochure
  • public
  • PUB ID: VANN115300

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.

  • Aug-28-2019
  • Worksheet
  • public
  • PUB ID: TAPX305022-W4

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.

  • Aug-28-2019
  • Worksheet
  • public
  • PUB ID: TAPX305022-W6

ACES Worksheet - 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.

  • Oct-17-2019
  • Worksheet
  • public
  • PUB ID: TAPX015809-W10

ACES Worksheet - 404(c) Information Checklist

A checklist intended to facilitate a Plan Sponsor's review of whether required information is being provided to participants. Covers both mandated disclosures and those triggered by participant requests.

  • Oct-17-2019
  • Worksheet
  • public

ACES Worksheet - Education Policy Statement Worksheet (Part A)

A summary to use with plan sponsors focused on participant education - why it is important, key processes and activities and communications strategies.

  • Oct-17-2019
  • Worksheet
  • public
  • PUB ID: TAPX015809-W6

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.