LEGEND ADVANTAGE RETIREMENT ACCOUNT

The Legend Advantage Retirement Account is a tax-sheltered account or TSA for employees of educational institutions and §501(c)(3) non-profit organizations. With the Legend Advantage Retirement Account, participants may invest in multiple mutual funds from different fund families in a §403(b), Roth§403(b), IRA or Roth IRA account. 

The Legend Advantage Retirement Account provides quarterly consolidated statements as well as a no-cost loan feature that allows participants to access the funds in their §403(b) accounts.

Finally, the Legend Advantage Retirement Account features a Periodic Rebalancing Option known as PRO. This is a unique and valuable feature that helps employees maintain a diversified investment portfolio. With PRO, participants can specify how assets are to be allocated within their portfolios.

Through the Legend Advantage Retirement Account, employees can also participate in The Legend Group's professional investment management services.

Follow these links to establish a Legend §403(b)(7) Custodial Account* or to Request a Distribution from a Legend §403(b)(7) Custodial Account*

Form ADV Part II* provides the client with information about the investment adviser and its business and must be provided when a new account is established.
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