Teach Me Personal Finance

My #1 goal is to make it easy to learn about personal finances.
I believe smart money decisions come from being informed about your choices.

Hi, I’m Forrest Baumhover

Learn More About Money, Tax planning, and Social Security

I’m a Certified Financial Planner, tax practitioner, retired Navy veteran, and writer. I love to write articles on financial topics that help everyday people learn more about money. I especially like exploring financial planning subjects that no one else has tackled before, writing about IRS tax forms, and helping people with financial questions they haven’t found the answers to.

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Learn more about your finances here at Teach Me! Personal Finance, with Forrest Baumhover

Tax Planning

Tax planning is fundamental to financial planning. These articles outline how to achieve your financial goals without paying more taxes than you have to.

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Latest Personal finance Articles

My most recent personal finance tips, tutorials, and tax walkthroughs.

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IRS Form 4422 Instructions

When handling a decedent’s estate subject to the estate tax, the administrator of the estate is usually responsible for paying estate taxes. But when raising money to actually pay the…

IRS Form 1045 Instructions

If you have certain net operating losses, tax overpayments, or business credits that you can carryback to prior tax years, you may be able to apply for a quick refund…

IRS Form 8886 Instructions

The Internal Revenue Service defines certain transactions to be reportable for federal income tax purposes. Taxpayers who participate in reportable transactions must report them on IRS Form 8886, Reportable Transaction…

IRS Form 56-F Instructions

Federal law allows for the appointment of conservators or fiduciaries in the case of businesses that become insolvent or cannot handle their own financial affairs. Fiduciaries for financial institutions must…

IRS Form 9000 Instructions

Beginning in tax year 2022, the Internal Revenue Service introduced IRS Form 9000, Alternative Media Preference, to allow taxpayers to receive correspondence, such as IRS tax notices, in one of…

Social Security

Read these in-depth articles to learn more about how to make the most of your Social Security benefits.

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Retirement Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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Estate Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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Divorce Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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Investment Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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