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 w-4r, withholding certificate for nonperiodic payments and eligible rollover distributions

IRS Form W-4R Instructions

In 2017, the Tax Cuts and Jobs Act introduced new withholding rules for taxpayers. As a result, in 2022 the Internal Revenue Service introduced IRS Form W-4R to help simplify…
irs form w-4p, withholding certificate for periodic pension or annuity payments

IRS Form W-4P Instructions

If you’ve just started receiving a pension or annuity payments, your payer might ask you to complete IRS Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments. In this…
irs form w-4, employee's withholding certificate

IRS Form W-4 Instructions

In 2020, as part of the Tax Cuts and Jobs Act, the Internal Revenue Service made major changes to IRS Form W-4, Employee’s Withholding Certificate. These changes are meant to…
IRS Form 8880, Credit for Qualified Retirement Savings Contributions

IRS Form 8880 Instructions

The Internal Revenue Service allows certain taxpayers who contribute to qualified retirement accounts to claim a tax credit, on their income tax return. Eligible taxpayers may use IRS Form 8880…
irs form 4835, Farm Rental Income and Expenses

IRS Form 4835 Instructions

If you’re a farmer making supplemental income by leasing some of your real estate to a farm tenant, you might be tempted to report this as farm income on Schedule…
irs form 8974, qualified small business payroll tax credit for increasing research activities

IRS Form 8974 Instructions

At the federal level, the Internal Revenue Service gives many companies tax incentives for investing in their company’s future growth. While many companies may claim tax credits for increasing research…

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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