Early CD Withdrawal Penalities Annapolis MD

If you withdraw funds from a certificate of deposit or other deferred interest account before maturity, you may be charged a penalty. The Form 1099-INT or similar statement given to you by the financial institution will show the total amount of interest in box 1 and will show the penalty separately in box 2.

Martin Hopkins
Hopkins Investment Management, LLC
(410) 757-7980
12 Francis Street
Annapolis, MD
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Thaddeus Toal
Rockwood Wealth Management
(410) 224-0097
200 Harry S Truman Parkway, Suite 300
Annapolis, MD
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

James Ludwick
MainStreet Financial Planning, Inc.
(410) 695-1556
2327 Sandy Walk Way
Odenton, MD
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Steven S. Eagley, CFP®
(410) 295-8008
1906 Towne Center BLVD Ste 375
Annapolis, MD
Firm
RBC Wealth Management

Data Provided by:
Mr. Paul C Dettor, CFP®
(410) 573-6714
1906 Towne Centre Blvd Ste 375
Annapolis, MD
Firm
RBC Wealth Management

Data Provided by:
Brian Booth
Rockwood Wealth Management
(410) 224-0097
200 Harry S Truman Parkway, Suite 300
Annapolis, MD
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Patricia Currey
Currey Financial Consulting, LLC
(410) 956-0655
810 Caroline Lane
Edgewater, MD
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CEBS, CFP®

Mr. Kim Caldwell, CFP®
(410) 263-0118
1 Park Pl Ste 350
Annapolis, MD
Firm
Merrill Lynch
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Bryan R. Karsner, CFP®
(410) 695-5194
635 N Bestgate Rd Ste 101-B
Annapolis, MD
Firm
Brokers International Financial Services, LLC
Areas of Specialization
Investment Management, Investment Planning, Life Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Thomas K. Hagigh, CFP®
(410) 897-5728
2661 Riva Rd Ste 1011
Annapolis, MD
Firm
Wells Fargo Advisors
Areas of Specialization
Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



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