A tag is a keyword or label that categorizes your question with other, similar questions. Using the right tags makes it easier for others to find and answer your question.
To be used for questions related to RRSP [Registered Retirement Savings Plan] as applicable in Canada. This is an older program, the newer one being TFSA [Tax Free Savings Account Program]
to be used for questions related to refund of income taxes from a tax authority. A country tag should also be specified along with this tag, as tax rules vary from region to region.
relating to organizations or individuals running out of cash flows. Additional context specific tags may be used as appropriate.
for questions that relate to government bonds. It is recommend you use a country tag or state what country you are referring to. A government bond is a bond issued by a national government, generally …
For questions related to measurements of the range of returns for a given equity, bond, or market index.
To be used for any question related to software. Ideally it should be used with other tags that would indicate the intended purpose.
a metric for tracking a collection of securities. For example, among US stocks, a commonly referenced index is the S&P 500. An index may be price-weighted, market-capitalization weighted or …
To be used for questions related to income received from outside the country in which you reside or claim as a primary residence for tax purposes
For questions that relate to flexible spending accounts in the USA, and any similar accounts in other jurisdictions. Use with an appropriate country tag.
taxes deducted generally by a company directly from payroll as required by tax authorities. It is recommended that a country tag be used as rules vary from region to region.
A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may involve an exchange of funds when it involves a change in ownership, such as when an…
an entrepreneurial venture or a new business in the form of a company, a partnership or temporary organization designed to search for a repeatable and scala…
a generic tag for company with shareholders. There are some specific tags for specific company types like limited-liability-company, s-corporation, limited-partnership, sole-proprietorship,
To be used for questions on loans that do not require any security. Can also be used for questions involving borrowing from friends and family. Please add country tag
For questions relating to taxes collected on the sale of goods and services. In most cases, a country, region, or state/province tag should be included as well.
For questions related to evaluating, choosing, and understanding a financial adviser. However, specific service recommendations are off-topic.
to be used for any question on deravites. It should typically be used in conjuction with the actual instrument being used like Options, Swaps, Futures
for questions that relate to hedging. A hedge is an investment position intended to offset potential losses/gains.
A Roth conversion refers to taking all or part of the balance of an existing traditional IRA and moving it into a Roth IRA.
a contract between you and an insurance company that requires the insurer to make payments to you, either immediately or in the future. You buy an annuity by making either a single payme…
to be used for the Euro currency as used by countries in the European Union.
For questions related to diversification in investment portfolios, the practice of investing in multiple assets with the goal of managing risk.
an IRS tax input form completed by an employee in the United States to indicate his or her tax situation to the employer. The W-4 form tells the employer the correct amount of tax to with…
To be used for questions related to trades squared off the same day and do not involved deliveries. Typically used in the context of Stocks trading, can be used for Options or other trades. Related ta…
For personal finance questions related to a company's Initial Public Offering (IPO).
an account offered by brokerages that allows investors to borrow money to buy securities. An investor might put down 50% of the value of a purchase and borrow the rest from the bro…
Questions regarding employment benefits such as Health Spending Accounts, Retirement plans and other financial concerns in compensation packages.