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Tax Planning is an important aspect of Wealth Planning that produces dramatic results. The adjoining chart "Tax Deferred Investing" shows how effective simply deferring tax on capital gains can be in enhancing your overall portfolio returns, even after the taxes are fully paid. Over 40 years you can enhance your returns by as much as 1.2% annually just by deferring tax. Unlike with mutual funds, when you establish a personalized account with a Portfolio Manager you and your manager can control exactly when the capital gains are realized.