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 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…
irs form 6252, installment sale income

IRS Form 6252 Instructions

If you are selling assets using the installment sale method, you may need to report the transaction on IRS Form 6252 for each year in which you receive an installment…
schedule eic, earned income credit

Schedule EIC Instructions

The earned income tax credit is one of the most important tax benefits for many taxpayers. This refundable tax credit helps qualifying taxpayers to reduce their tax liability, often to…
Form SSA-44: Medicare Income-Related Monthly Adjustment Amount: Life-changing event

Form SSA-44 Instructions

Did you receive an IRMAA determination letter?  If you have recently experienced a life-changing event, you may be able to use Form SSA-44, also known as Medicare Income-Related Monthly Adjustment Amount –…
form ssa-8, application for lump-sum death payment

Form SSA-8 Instructions

If you’re the surviving beneficiary of a Social Security recipient or wage earner in the United States, you may be entitled to Social Security survivor benefits. One of those Social…
irs form 8546, claim for reimbursement of bank charges

IRS Form 8546 Instructions

If you’ve incurred banking charges due to an IRS processing error, you may be entitled to reimbursement from the federal government. To make this claim, taxpayers must file 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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