Knowing your effective tax rate can help you understand how well you’ve been managing your tax situation throughout the year.

Capital gains are taxed in the taxable year they are "realized." Your capital gain (or loss) is generally realized for tax purposes when you sell a capital asset. As a result, capital assets can ...

New law gives seniors a $6,000 tax break on Social Security, but many still face taxes. Fidelity suggests Roth IRAs, HSAs and delaying benefits to save.