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-4-bk, application for social security benefits child's insurance benefits

Form SSA-4-BK Instructions

If you are looking to apply for Social Security benefits on behalf of one or more qualifying children, you may need to complete Form SSA-4-BK. In this article, we’ll walk…
irs form 1139, corporate application for tentative refund

IRS Form 1139 Instructions

Corporate taxpayers can apply for a tentative refund based upon changes to prior-year returns by filing IRS Form 1139, Corporation Application for Tentative Refund. In this article, we’ll help you…
irs form 8936, clean vehicle credits

IRS Form 8936 Instructions

If you recently purchased a qualifying clean vehicle, you may be able to claim an increased tax credit on IRS Form 8936, thanks to the changes made in the 2022…
irs form 4506, request for copy of tax return

IRS Form 4506 Instructions

Taxpayers who need tax information from a previously filed return may request information through the IRS website. However, if a taxpayer needs the entire tax return, then he or she…
irs form 15400, clean vehicle seller report

IRS Form 15400 Instructions

In 2022, the Inflation Reduction Act change the tax rules for the purchase of alternative fuel, electric, and hybrid vehicles. As a result to this change to the tax law,…
irs form 12256, withdrawal of request for collection due process or equivalent hearing

IRS Form 12256 Instructions

If you’ve requested a collection due process or equivalent hearing with the IRS, you have the right to have your case reviewed by the IRS Independent Office of Appeals. However,…

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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