Literature Results Page

Filter by Material Type:
Advanced Filters:
Topics 


Results Loading...

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

ACES Worksheet - Education Policy Statement Worksheet (Part B)

A worksheet for advisors to evaluate a plan sponsor's efforts to engage employee participation and improve educational opportunities.

  • Oct-17-2019
  • Worksheet
  • public
  • PUB ID: TAPX015809-W7

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.

  • Jan-07-2020
  • Brochure
  • public

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-15-2020
  • Brochure
  • public
  • PUB ID: TAPX014234

ACES 2.0 Advisor Presentation

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

  • Sep-04-2019
  • Presentation
  • advisor

MPI Target Date Fund Report - Sample

The MPI Target Date Fund Report compares portfolio characteristics and performance data of existing and proposed Target Date Funds.

  • Feb-13-2020
  • Competitive Intelligence
  • institutional

MPI Investment Analyzer - Sample

The MPI Investment Analyzer has the capability to compare existing and proposed retirement plan lineups designated by a financial advisor.

  • Feb-13-2020
  • Competitive Intelligence
  • advisor
  • PUB ID: RETX013049

Advantages of 401(k) Plan

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

  • Jan-22-2020
  • Brochure
  • public
  • PUB ID: TAPX177517

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-24-2020
  • Brochure
  • public
  • PUB ID: TAPX014898

Legg Mason IRA Distribution Request

Request a distribution from your account

  • Feb-07-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX010943

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.