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Tax-Advantaged Retirement Savings

An Investment-Only Variable Annuity (IOVA) can help keep costs down while harnessing the power of 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.

  • Aug-20-2020
  • Brochure
  • public
  • PUB ID: LMFX015384

Education Savings Vehicle Comparison Chart

A brochure that compares different education savings vehicles .

  • Aug-21-2020
  • Brochure
  • public
  • PUB ID: SCH2018

Investment Idea - Scholars Choice Estate Planning

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

  • Aug-20-2020
  • Investment Idea
  • public
  • PUB ID: SCHX268178

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 professional.

  • Aug-26-2020
  • Presentation
  • public

Your Options for Lump Sum Distributions

Receiving a lump sum distribution comes with a number of different options, including leaving it where it is, moving assets to your new employer's retirement plan or rolling over to an 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

Product Commentary - ClearBridge Mid Cap Growth Fund

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

  • Aug-17-2020
  • Product Commentary
  • public

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.

  • Sep-03-2020
  • Presentation
  • public

Product Commentary - ClearBridge Mid Cap Growth Portfolios SMA

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

  • Jul-22-2020
  • Product Commentary
  • public
  • PUB ID: AMXX117270

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.