Literature Results Page

Filter by Material Type:
Advanced Filters:


Results Loading...

Legg Mason Products Available Within RBC Wealth Management

Details on product and share class availability of Legg Mason Products Within RBC Wealth Management.

  • Jul-09-2020
  • Product Availability Guide
  • advisor
  • PUB ID: FDXX011735

Legg Mason Recharacterization Request - Internal

Recharacterize a traditional or Roth IRA contribution or recharacterize a Roth IRA conversion contribution within Legg Mason Funds

  • May-11-2018
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016690

Legg Mason Share Class Conversion Request Form (Institutional and I Share Classes)

Legg Mason Share Class Conversion Request Form - Institutional and I Share Classes

  • Sep-05-2014
  • Account Maintenance Form
  • public

Legg Mason Roth IRA conversion Request - External

Convert an IRA from another custodian to a Legg Mason Funds Roth IRA

  • Mar-13-2018
  • Account Maintenance Form
  • public

Legg Mason Required Paperwork and Change of Ownership Guide

Legg Mason Required Paperwork and Change of Ownership Guide

  • Jun-11-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX010928

Legg Mason Coverdell ESA Withdrawal Form

Request a distribution from your account

  • Jun-16-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX011448

Product Availability Guide - Morgan Stanley Wealth Management

Details on product and share class availability of Legg Mason Products Within Morgan Stanley Wealth Management.

  • May-01-2020
  • Product Availability Guide
  • advisor
  • PUB ID: SAM0693

The Hidden Costs of Aging Sample Prospecting Communication

Sample content for advisors to create firm-branded prospecting communications to clients regarding The Hidden Costs of Aging.

  • Jun-04-2020
  • Worksheet
  • advisor

The Hidden Costs of Aging Client Presentation (ML)

The important conversation you need to have about future care and housing expenses. An overview of age-related care and housing options, providing an excellent starting point for understanding this important subject and for initiating a plan with family and your financial professional.

  • May-18-2020
  • Presentation
  • public

The Hidden Costs of Aging Client Invitation

Sample content for Financial Professionals to create firm-branded invitations for The Hidden Costs of Aging events.

  • Jun-08-2020
  • Worksheet
  • advisor

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.