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CFP Board in the News

Are Annuities Right for Your Retirement?

Jul 06, 2011

Is a 401(k) the Place for an Annuity? Eleanor Blayney, [CFP®] consumer advocate for the Certified Financial Plann[er] Board [of Standards], is blunt, "This is categorically a bad idea." For one, if 401(k) plan loans are an attractive feature, realize that you may not be able to use your annuity benefit to provide a loan, says Thomas White, a partner and member of the employee benefits practice group with Arnstein & Lehr. It may also be impossible to move the annuity to another plan or to an IRA upon termination of employment. Read more >

Daily Finance
Sheryl Nance-Nash
July 6, 2011

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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