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 8960 Instructions

If your income is above a certain threshold, the Internal Revenue Service may require you to pay an additional tax, known as net investment income tax, on the excess earnings….

IRS Form W-9 Instructions

Taxpayers who expect to receive payments may be required to complete IRS Form W-9, Request for Taxpayer Identification Number and Certification, to verify their identity for tax purposes. This includes…

IRS Form 4562 Instructions

One of the best opportunities for small business owners to lower their tax burden is by claiming depreciation and amortization expenses on their annual tax return. The Internal Revenue Service…

IRS Form 5498 Instructions

If you have an individual retirement arrangement, or IRA, you should know about IRS Form 5498, IRA Contribution Information. This tax form, issued by your broker or financial institution, outlines any…

IRS Form 2848 Instructions

If the Internal Revenue Service (IRS) decides to investigate your income tax return, you may need to use an IRS power of attorney form, to appoint a qualified representative. This…

IRS Form 8809 Instructions

If you need to request an extension of time to file certain information returns, you may be filing IRS Form 8809, Application for Extension of Time To File Information Returns….

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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