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 843, claim for refund and request for abatement

IRS Form 843 Instructions

In some situations, the federal government may collect more revenue than it’s otherwise entitled to. Other times, taxpayers may have made a mistake or have paid penalties, interest, or additional…
irs form 13909, tax-exempt organization complaint (referral)

IRS Form 13909 Instructions

Federal tax law gives tax-exempt organizations certain rights to avoid taxation in the interest of public welfare. When a nonprofit organization abuses its tax-exempt status, someone can report them to…
irs form 8853, archer msas and long-term care insurance contracts

IRS Form 8853 Instructions

As of 2008, most taxpayers are no longer able to contribute to an Archer Medical Savings account (known as an Archer MSA). However, Archer MSAs are still around for those…
irs form 8971, information regarding beneficiaries acquiring property from a decedent

IRS Form 8971 Instructions

In 2015, the Surface Transportation and Veterans Health Care Choice Improvement Act created an additional reporting requirement for taxable estates. Not only do executors of the estate above the basic exclusion…
irs form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer

IRS Form 1310 Instructions

Dealing with the death of a loved one is very difficult. In addition to the emotional loss, the family of the deceased person often has to deal with financial difficulties,…
irs form 8863, education credits

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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