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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

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.

  • Dec-15-2020
  • Worksheet
  • public
  • PUB ID: TAPX015809-W5

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.

  • Oct-08-2020
  • Presentation
  • public

Ameriprise Product Pitchbook - Clarion Partners Real Estate Income Fund

Ameriprise: A presentation guide reviewing key fund characteristics, asset class applications and manager background for Clarion Partners Real Estate Income Fund.

  • Feb-25-2021
  • Product Pitchbook
  • advisor
  • PUB ID: CLAR575542

Product Pitchbook - Clarion Partners Real Estate Income Fund

A presentation guide reviewing key fund characteristics, asset class applications and manager background for Clarion Partners Real Estate Income Fund.

  • Feb-25-2021
  • Product Pitchbook
  • advisor
  • PUB ID: CLAR565611

Workbook - ACES: Advisor Commitment to 401(k) Education and Service

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

  • Nov-24-2020
  • 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.

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.