Early CD Withdrawal Penalities Arlington VA

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.

Lisa Kirchenbauer
Omega Wealth Management, LLC
(703) 387-0919
200 North Glebe Road, Suite 812
Arlington, VA
Expertises
Retirement Plan Investment Advice, Advising Entrepreneurs, Women's Financial Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeffrey Zures
Sanchez & Zures, LLC
(703) 349-0330
700 12th Street, NW, Suite 700
Washington, DC
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, College/Education Planning, Middle Income Client Needs, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Paul Cocozza
Cocozza Financial Planning, Ltd.
(703) 276-1243
3400 21st Avenue North
Arlington, VA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Tax Planning, Real Estate Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

James Ludwick
MainStreet Financial Planning, Inc.
(202) 448-9032
1425 K St. NW, Suite 350
Washington, DC
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®

Mark Helm
Helm Financial Advisors, LLC
(703) 501-8531
712 W. Broad Street
Falls Church, VA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Middle Income Client Needs, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Claire Emory
Clarity Financial Planning
(703) 465-5116
1655 Fort Myer Drive, Suite 700
Arlington, VA
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Women's Financial Planning Issues, Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MA, MBA

Thomas Conway
Connemara Fee Only Planning, LLC
(301) 998-6595
1300 Pennsylvania Avenue, NW - 7th Floor
Washington, DC
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Estate & Generational Planning Issues, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Scott Walker
Alexandria Financial Associates, LLC
(703) 671-5959
4900 Seminary Road, Suite 105
Alexandria, VA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Marjorie Burnett
MAB Financial Planning
(703) 528-3205
2739 N. Radford Street
Arlington, VA
Expertises
Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs, Women's Financial Planning Issues, Tax Planning, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Timothy Wesling
Wesling Financial Planning Services Corp.
(703) 535-8280
101 N. Columbus Street, Suite 402
Alexandria, VA
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CDFA, CFP®, CMFC