LPL Financial: Henra Chennault,SE-AWMA

LPL Financial: Henra Chennault,SE-AWMA I’m a Financial Advisor with CDC Investment & Retirement Solutions, a financial-services firm dedicated to serving the community. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CDC Federal Credit Union and CDC Investment & Retirement Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and ser

vices using CDC Investment & Retirement Solutions, and may also be employees of CDC Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CDC Federal Credit Union or CDC Investment & Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that ca...
03/27/2025

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

Along with the tax deadline, for most tax filers, April 15 is also the last day to fund your 2024 individual retirement ...
03/20/2025

Along with the tax deadline, for most tax filers, April 15 is also the last day to fund your 2024 individual retirement plan (IRA). Maximize the opportunity for your investments to grow tax deferred.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don...
03/06/2025

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your saving strategy to achieve both goals.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.
02/17/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
02/17/2025

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

Explore how your Social Security benefits are taxed and what you can do to potentially reduce your tax liability.www.edwardjones.com/us-en

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of...
02/17/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

01/09/2025

Learn about the market outlook, opportunities for the next 12 months and top considerations to discuss with your financial advisor to help you stay on track toward your goals in 2025. Watch this webinar live on Jan. 22 at 3 p.m. CT or on demand after.

Wednesday, January 22, 2025 at 3:00 PM Central Standard Time.

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not...
01/09/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on t...
12/23/2024

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on this year-end checklist as you start preparing your financial strategy for 2025.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

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