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.

1. UDC will be an infographic
2. Filing Status interactive pdf
3. Covered security interactive pdf
4. HSA, fill in form.
5. Codi checklist
6. HSA video
7. Due diligence infographic
8. Choice of entity – Venn Diagams
9. W-2 codes – flash cards (physical)
10. Exceptions to early distributions drills.

Here are my notes.

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