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Allset Wealth
Home
Meet The Team
Our Custodian-LPL
Allset Approach
Services
Retirement Planning
Tax Planning
Newsletter
For Federal Employees
For Tech Employees
FAQs
Investment Account
Financial Planning
Book now
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TSP Estate Planning Considerations — and How to Potentially Avoid HUGE Tax Bills
Retirement Planning, Fed Shuo Li, CFP®, CIMA®, CHFC® 2/19/25 Retirement Planning, Fed Shuo Li, CFP®, CIMA®, CHFC® 2/19/25

TSP Estate Planning Considerations — and How to Potentially Avoid HUGE Tax Bills

It All Begins Here

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TSP Roth Conversion: Should I be excited?
Retirement Planning, Tax Planning, Fed Shuo Li, CFP®, CIMA®, CHFC® 1/27/25 Retirement Planning, Tax Planning, Fed Shuo Li, CFP®, CIMA®, CHFC® 1/27/25

TSP Roth Conversion: Should I be excited?

It All Begins Here

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Understanding the FERS Special Retirement Supplement
Retirement Planning, Fed Shuo Li, CFP®, CIMA®, CHFC® 1/15/25 Retirement Planning, Fed Shuo Li, CFP®, CIMA®, CHFC® 1/15/25

Understanding the FERS Special Retirement Supplement

It All Begins Here

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Question? Get in Touch!

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Contact

Shuo Li
(240)316-8158
Shuo.Li@LPL.com

Location

303 International Circle, Suite 105
Hunt Valley, MD, 21030

Shuo Li and Danni Shen are Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Allset Wealth.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website 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.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

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