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Legg Mason Products Available Within RBC Wealth Management

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

  • Jul-02-2019
  • 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
  • internal

Legg Mason Coverdell ESA Withdrawal Form

Request a distribution from your account

  • Jun-30-2016
  • Account Maintenance Form
  • public

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 Required Paperwork and Change of Ownership Guide

Legg Mason Required Paperwork and Change of Ownership Guide

  • 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

Product Availability Guide - Morgan Stanley Wealth Management

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

  • Jul-25-2019
  • Product Availability Guide
  • advisor
  • PUB ID: SAM0693

Aging and its Financial Implications: Planning for Housing client seminar

Provides comprehensive information on housing options in retirement and the impact their associated costs can have on one's financial plan.

  • Apr-09-2018
  • Presentation
  • public

Aging and Its Financial Implications: Planning for Housing - FA presentation (ML)

An advisor presentation created to raise awareness about the topic of aging, housing costs in retirement and the associated costs. Includes resources, tools and data.

  • Apr-26-2019
  • Presentation
  • advisor

Aging and its Financial Implications: Planning for Housing client seminar (ML)

Provides comprehensive information on housing options in retirement and the impact their associated costs can have on one's financial plan.

  • Apr-26-2019
  • Presentation
  • public

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.