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 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…
9 year end tax planning tips

9 Year End Tax Planning Tips for 2024

When I was a financial planner, new clients or prospective clients would always ask me for year end tax planning tips. I would usually ask a few questions about their…
irs form 8821-a, irs disclosure authorization for victims of identity theft

IRS Form 8821-A Instructions

If you believe that your Social Security number or tax information was used to file a fraudulent tax return, the Internal Revenue Service may ask you to complete and sign…
irs form 1127, application for extension of time for payment of tax due to undue hardship

IRS Form 1127 Instructions

Taxpayers who cannot pay their full tax bill when filing their tax return, or those who receive a notice of deficiency may request a payment extension by filing IRS Form…

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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