Retirement Accounts
As leader in the retirement planning industry, Legend offers a variety of retirement plan accounts to help investors save for the future. Legend Group financial advisors can provide guidance regarding the features and benefits of each plan type and can assist retirement plan participants as they design and direct a customized investment program that reflects their needs.
With a Legend custodial account or a Legend administered account, investors may select and hold mutual funds from multiple fund families in a single account. This enables Legend clients to custom design a diversified portfolio utilizing a broad selection of fund options. Account holders receive consolidated quarterly statements and account data can be accessed securely online via
Legend Accountlink.
Legend custodial accounts include:
In addition, Legend administers the following account types:
Legend also offers fixed and variable annuity options for retirement accounts.
1
Periodic Rebalancing Option
Legend custodial accounts offer a Periodic Rebalancing Option (PRO) created to help investors maintain a diversified investment portfolio. With PRO, you can specify how assets are to be allocated among the mutual funds within your portfolio and choose to have your portfolio automatically rebalanced every 3, 6 or 12 months.
Professional Investment Management
Legend offers
professional asset allocation services through Legend Advisory Corporation, a registered investment adviser. These programs are designed to make professional investment selection, advanced asset allocation techniques and dynamic portfolio management available to individual investors. Legend Advisory Corporation's Investment Committee employs cutting-edge
artificial intelligence technology in the ongoing management of these programs. Assets are allocated among a diversified group of mutual funds
2 from nationally recognized fund families in an effort to take advantage of the markets’ potential for growth while managing the risks inherent in equity investing.
Other Retirement Accounts
Additional retirement accounts available through Legend include:
1Fixed and variable annuities are not available in conjunction
with §457(b), §457(f), §401(a) or Personal §401(k) accounts.
2Fixed and variable annuity options are also available in some plans.
Diversification does not assure a profit or protect against market loss.
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Legend Equities Corporation. Please read the prospectus or prospectuses carefully before you invest or send money.