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 8915-F Instructions

Taxpayers who are impacted by qualified disasters may be eligible for special tax consideration on qualified disaster distributions from their IRAs or retirement plans. By filing IRS Form 8915-F, Qualified…

IRS Form 1040-SS Instructions

If you are not required to file a Form 1040 because you are a bona fide resident of a U.S. commonwealth or territory, you may have to file IRS Form…

IRS Form W-2G Instructions

If you won a significant amount from gambling activities, you might receive IRS Form W-2G, Certain Gambling Winnings, at the end of the tax year. In this article, we’ll walk…

IRS Form 8282 Instructions

If you donated high-value property to a tax-exempt organization, you might receive IRS Form 8282 when that organization sells or disposes of that property within 3 years of your donation….

IRS Form 673 Instructions

U.S. expats living overseas should be familiar with the tax benefits of excluding foreign earned income on their tax return. But did you know that you can use IRS Form…

IRS Form 8863 Instructions

In the United States, education credits can be one of the biggest tax benefits for many families. In this article, we’ll explore IRS Form 8863, Education Credits. Specifically, we’ll discuss:…

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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