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Low-Cost 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.

  • Mar-29-2017
  • Brochure
  • public
  • PUB ID: VANN115300

Education Savings Vehicle Comparison Chart

A brochure that compares different education savings vehicles .

  • Aug-11-2017
  • Brochure
  • public

Investment Idea - Scholars Choice Estate Planning

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

  • Aug-02-2017
  • Investment Idea
  • public
  • PUB ID: SCHX268178

What Will Your Retirement Look Like brochure

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.

  • Aug-22-2016
  • Brochure
  • public
  • PUB ID: TAPX015455

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.

  • Mar-03-2017
  • Brochure
  • public
  • PUB ID: TAPX014898

HD Vest 1040 Alignment Guide with Legg Mason Strategies

HD Vest 1040 Alignment Guide with Legg Mason Strategies

  • Jun-23-2017
  • Investment Idea
  • advisor

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.

  • Jun-15-2017
  • Brochure
  • advisor
  • PUB ID: TAPX011729

Product Commentary - ClearBridge Large Cap Value Fund

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

  • Jul-19-2017
  • Product Commentary
  • public
  • PUB ID: CBAX107118

Legg Mason SMA Capabilities Guide

Features Legg Mason's suite of equity and fixed income Separately Managed Accounts and how they can help your clients meet their investment goals.

  • Mar-03-2017
  • Multi-Fund Guide
  • advisor
  • PUB ID: AMXX171120

Product Commentary - ClearBridge Large Cap Value Portfolios SMA

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

  • Jul-31-2017
  • Product Commentary
  • public
  • PUB ID: AMXX109362

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.