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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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…
irs form 8978, Partner’s Additional Reporting Year Tax

IRS Form 8978 Instructions

If you’re a partner in a non-passthrough entity that has elected to push out certain tax adjustments, you may be required to file IRS Form 8978. In this article, we’ll…
irs form 8962, premium tax credit

IRS Form 8962 instructions

Taxpayers who obtain qualifying health insurance coverage and meet certain income thresholds may be eligible for a premium tax credit to help offset the cost of maintaining health care. Some…
irs form 6251, alternative minimum tax for individuals

IRS Form 6251 Instructions

In 1969, Congress changed the tax law to institute an alternative minimum tax (AMT) to ensure high-income earners paid their fair share of income tax. Today, over 50 years later,…
schedule 8812, credits for qualifying children and other dependents

Schedule 8812 Instructions

The federal government provides numerous tax breaks to parents raising children, in the form of tax credits. Some of the most important tax credits are child and dependent tax credits,…

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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