Design Challenge Day Two
Ok, so I had some ideas overnight that I’m swapping out. Taking out new 1040 and NIIT. Adding W-2 codes and exceptions to the early withdrawal penalties.
So next is the determination of delivery method.
- UDC will be an infographic
- Filing Status interactive pdf
- Covered security interactive pdf
- HSA, fill in form.
- Codi checklist
- HSA video
- Due diligence infographic
- Choice of entity – Venn Diagams
- W-2 codes – flash cards (physical)
- Exceptions to early distributions drills.
Here are my notes.