Early CD Withdrawal Penalities Waldorf 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.

Carolyn Walder
Lifetime Wealth Planning and Management LLC
(703) 519-1254
120 Waterfront Street, Suite 410
National Harbor, MD
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Carolyn Walder
Lifetime Wealth Planning and Management LLC
(703) 519-1254
211 North Union Street, Suite 100
Alexandria, VA
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

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

Mr. Robert T. Ramos, CFP®
(301) 885-0955
603 Post Office Rd Ste 106
Waldorf, MD
Firm
Wealth Management Partners, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Frank L. Nelson, CFP®
(301) 396-4647
8200 Bishopsgate Ln
White Plains, MD
Firm
Nelson Financial Planning Services, Inc
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
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

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®

Mrs. Kimberly J. Rosenfield, CFP®
(301) 645-9304
PO Box 880
Waldorf, MD
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management

Data Provided by:
Mr. Charles L. Rosenfield, CFP®
(301) 396-3188
PO Box 880
Waldorf, MD
Firm
Morgan Stanley Wealth Management

Data Provided by:
Mr. Richard P. Bulcavage, CFP®
(301) 283-6141
1801 Springvale Ct
Accokeek, MD
Firm
Money Concepts

Data Provided by:
Data Provided by: