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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.

  • May-11-2020
  • Brochure
  • public
  • PUB ID: VANN115300

The Municipal Advantage - The Benefits of Municipal Bonds

A brochure indicating the important advantages of municipal bonds to investors. Includes tax-exempt bond yields compared with taxable equivalent yields.

  • Jan-10-2020
  • Brochure
  • public
  • PUB ID: LMFX015384

Education Savings Vehicle Comparison Chart

A brochure that compares different education savings vehicles .

  • Apr-15-2020
  • Brochure
  • public
  • PUB ID: SCH2018

Investment Idea - Scholars Choice Estate Planning

Give the gift of education while reducing the value of a taxable estate.

  • Apr-02-2020
  • Investment Idea
  • public

What Will Your Retirement Look Like Presentation

Created to help individuals envision their ideal retirement. Includes information on how to plan effectively to reach their goals with the help of a financial advisor.

  • Jan-23-2020
  • Presentation
  • public

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

ACES Worksheet - Service Summary Worksheet

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.

  • Oct-17-2019
  • Worksheet
  • public
  • PUB ID: TAPX015809-W5

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.

  • Sep-30-2019
  • Brochure
  • advisor
  • PUB ID: TAPX011729

How to Pay for College client seminar

Differentiates between myths and facts of financial aid and who is eligible. Explains the options of saving for college and the benefits of investing in a 529 plan.

  • Mar-26-2020
  • Presentation
  • public

Legg Mason Digital Distribution Strategy

Q&A with Roger Paradiso and James Verner about how asset managers are thinking about technology

  • Nov-14-2019
  • Whitepaper
  • public
  • PUB ID: MIPX564205

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.