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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.

  • Aug-20-2019
  • 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.

  • Apr-03-2019
  • Brochure
  • public
  • PUB ID: LMFX015384

Education Savings Vehicle Comparison Chart

A brochure that compares different education savings vehicles .

  • Dec-05-2018
  • 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-02-2019
  • Investment Idea
  • public
  • PUB ID: SCHX268178

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.

  • Feb-27-2019
  • Brochure
  • public
  • PUB ID: TAPX014898

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.

  • Oct-03-2018
  • 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.

  • Apr-02-2019
  • Presentation
  • public

Product Commentary - ClearBridge International Growth Fund

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

  • Jul-16-2019
  • Product Commentary
  • public
  • PUB ID: CBAX107108

ACES 2.0 Workbook

A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.

  • Oct-31-2018
  • Brochure
  • advisor
  • PUB ID: TAPX015809

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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