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.

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.

Latest Personal finance Articles

My most recent personal finance tips, tutorials, and tax walkthroughs.

irs form 911, request for taxpayer advocate service assistance

IRS Form 911 Instructions

If you’re facing a significant tax matter, struggling with financial difficulties, or experiencing a significant hardship caused by tax problems, you may need some representation. One way of getting that…
irs form 8606, nondeductible iras

IRS Form 8606 Instructions

If you have a nondeductible IRA or if you want to make backdoor Roth conversions, you may need to file IRS Form 8606, Nondeductible IRAs. This article will walk through:…
irs form 3800, general business credit

IRS Form 3800 Instructions

As an incentive for small business owners to create and grow businesses, the Internal Revenue Service allows for certain tax deductions and federal income tax credits. Most of these small…
irs form 5884, work opportunity credit

IRS Form 5884 Instructions

Employers, especially small businesses, rely upon tax incentives to help make investments that might otherwise not benefit their business. The work opportunity tax credit (WOTC) helps to create a tax…
irs form 14950, premium tax credit verification

IRS Form 14950 Instructions

If you received an IRS notice asking to verify your premium tax credit information, you may need to complete IRS Form 14950, Premium Tax Credit Verification. In this article, we’ll…
irs form 8990, Limitation on Business Interest Expense Under Section 163(j)

IRS Form 8990 Instructions

Although interest expense has long been tax deductible for businesses, there is a limit to the amount of business interest expense that the Internal Revenue Service will allow each year….

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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