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
A brochure that compares different education savings vehicles .
- PUB ID: SCH2018
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.
Give the gift of education while reducing the value of a taxable estate.
- Investment Idea
- PUB ID: SCHX268178
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
HD Vest 1040 Alignment Guide with Legg Mason Strategies
- Investment Idea
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.
- PUB ID: TAPX011729
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
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.
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