Premiere Custodial
Product ID: 80
$202
None
Yes
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Address: - Product Details
- Fees and Charges
- Investment Options
The Legend 403(b)(7) Custodial Account is a tax-deferred investment, as defined under Section 403(b) of the Internal Revenue Code. This part of the IRS code provides employees of certain organizations with special incentives to regularly set aside money for retirement.
The Legend Custodial Account provides you with a wide variety of mutual funds. There are currently several different mutual fund families available. This allows a participant the opportunity to invest in a number of funds through any fund family offered in our custodial account. Advisory services offered through Legend Advisory, a registered investment advisor. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.
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All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can
substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact
of fees, and the different types of fees please refer to the
Explanation of Fees piece located in the
Help & Resources.
Fees
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0.17% - 1.00% | Annually | Range of Possible Percentages | No | No | Yes |
