Literature Results Page
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.
- PUB ID: VANN115300
Give the gift of education while reducing the value of a taxable estate.
- Investment Idea
- PUB ID: SCHX268178
A brochure that compares different education savings vehicles .
- PUB ID: SCH2018
A brochure detailing the criteria that need to be considered when planning for retirement and the obstacles people face throughout the years. Includes projected inflation of everyday costs and tips to plan for the future.
- PUB ID: TAPX015455
A worksheet summarizing all of the services a Financial Professional could offer a 401(k) plan. Allows the Financial Professional to indicate whether he/she wishes to deliver each service once a year, twice a year, quarterly, or just on an "as needed" basis.
- PUB ID: TAPX015809-W5
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.
- PUB ID: TAPX014898
Features Legg Mason's suite of equity and fixed income Separately Managed Accounts and how they can help your clients meet their investment goals.
- Multi-Fund Guide
- PUB ID: AMXX171120
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