Exp19_Word_Ch04_CapAssessment_Retirement

Project Description:

You are enrolled in a personal finance course at your local university. One of the assignments is to write a group paper with another student about the different types of retirement plans. You and your partner conducted research on the topic and wrote a final draft of the report. In this project, you will format the paper to enhance readability. You will use track changes, accepting and rejecting them as necessary, credit sources used in the preparation of the report, address your partner’s comments, include a table of contents and an index.

Start   Word. Download and open the file named Exp19_Word_Ch04_CapAssessment_Retirement.docx. Grader has automatically added   your last name to the beginning of the filename. 

Ensure that the markup view is   All Markup. Review the comments. On the second page, reject the replacement   of the two words NOW to lowercase.

Accept all other tracked changes   in the document and stop tracking. Keep all comments.

Change all headings to the   correct heading styles as per the comments left by your partner.

Reply to the first comment by typing I have made the style replacement. (include the period.)

Select the table on page 2, and   insert the caption text to read Table 1: The Future Value of Money (no period). Make sure the   caption displays above the selected item. Center the caption.

Assign the caption Table 2: Comparisons   between a Traditional and a Roth IRA for the next table, as instructed in the comments.   Center the caption.

Select the APA Sixth Edition   style. Click before the period at the end of the first sentence of the 403(b) Plans section. The sentence   ends in (TSA) plan. Insert the   following Web site citation:
 

  Name of Web Page: Choosing a Retirement Plan: 403(b) Tax-Sheltered   Annuity Plan
  Name of Web Site: IRS
  Year: 2018
  Month: October
  Day: 08
  URL: http://www.irs.gov/Retirement-Plans/Choosing-a-Retirement-Plan:-403(b)-Tax-Sheltered-Annuity-Plan

Click before the period ending the first sentence of the 401(K) section. The sentence ends with   at their workplace. Insert the   following Web site citation:
 

  Name of Web Page: 401(k) Plan
  Name of Web Site: IRS
  Year: 2018
  Month: October
  Day: 14
  URL: http://www.irs.gov/Retirement-Plans/401(k)-Plans

For the first table, replace the   Source URL with the following website citation:
 

  Name of Web Page: The Future Value of Money
  Name of Web Site: IRS
  Year: 2018
  Month: October
  Day: 14
  URL: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-benefits-of-saving-now

Insert a footnote on page 2 at   the end of the table heading in the Introduction   section (the first line of the table), which ends with 6% annual return. Type the following for the footnote: The   calculation did not take into consideration the cost of living adjustment   (COLA). (Do not   include the period.) Change the number format for footnotes to a, b, c in the   Footnotes dialog box. (Click Apply, not Insert.)

Insert a blank page at the end   of the report and insert a bibliography with the title References. The bibliography should be double-spaced with no   paragraph spacing before or after.

Format the bibliography with a   font of Times New Roman and a font size of 12 pt. Center the References title. All text in the   bibliography should be Black, Text 1 font color. Ensure that no text is bold.

Create a table of contents, with   an Automatic Table 1 style, on a new page positioned between the cover page   and the current page 2. Note: Mac users, create a Classic style table of   contents.

Mark the following words as   index entries, selecting Mark All for each: contribution, Roth IRA, traditional   IRA, 403(b), and 401(k). Select the first   occurrence of deduction and set a   cross-reference as See contribution.
  Note, please be sure to search your document to ensure that all occurrences   are marked as specified; press CTRL+F and use the Navigation Pane to locate   each one.

Add an index on a blank page at   the end of the document. Use Classic format and accept all other default   settings.

Insert a footer with a centered   page number, using the Plain Number 2 format. Note: Mac users, insert the   default page number. Do not display the page number footer on the first page.   Numbering begins with page 1 on the Table of Contents page.

Insert a page break so that the   second table and its caption is on one page. Also, update the Table of   Contents to reflect the change in page number.

Save and close Exp19_Word_Ch04_CapAssessment_Retirement.docx.   Exit Word. Submit the file as directed.