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 8453-eg, E-file Declaration for Forms 709 and 709-NA

IRS Form 8453-EG instructions

If you’re filing a gift tax return, you may see IRS Form 8453-EG, E-file Declaration for Forms 709 and 709-NA. This article will walk you through what you should know…
irs form 8453-te, Tax Exempt Entity Declaration and Signature for E-file

IRS Form 8453-TE Instructions

If you’re filing a tax return on behalf of a tax-exempt organization, you may see IRS Form 8453-TE, Tax Exempt Entity Declaration and Signature for Electronic Filing. This article will…
form ssa-1724, claim for amounts due in the case of a deceased beneficiary

Form SSA 1724 Instructions

If you’re handling the affairs of a deceased relative, you should know that unpaid Social Security benefits or Medicare refunds might go to the decedent’s estate. And if that’s the…

IRS Form 1099-DA Instructions

Starting in January 2025, the Treasury Department has issued final regulations with a new reporting requirement involving digital assets transactions. This resulted in the new IRS Form 1099-DA, Digital Asset…
irs form 8825, rental real estate income and expenses of partnership or an s corporation

IRS Form 8825 Instructions

If you are part of a partnership or S corporation that manages rental real estate, you may need to report your rental income and expenses on IRS Form 8825, Rental…
IRS Form 8822-B, Change of address or responsible party - business

IRS Form 8822-B Instructions

If you’re a business owner trying to notify the Internal Revenue Service of an address change, or the change of responsible party for a business entity, you may need to…

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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