fbpx

Create 8-10 powerpoint 401k and ira

Don't use plagiarized sources. Get Your Assignment on
Create 8-10 powerpoint 401k and ira
Just from $13/Page
Order Now

Assignment 1: LASA: Understanding 401(k) and IRAs

For this assignment, you will prepare a PowerPoint presentation evaluating and explaining the 401(k) and Individual Retirement Accounts (IRAs) at a local community center, where you have been invited to speak. The audience will be a group of people who already work for companies that provide a 401(k) plan, so they are familiar with the basic concepts. The goal of the presentation is to explain to the audience the differences between the 401(k) and IRAs. Include the following:

  • Explain which account would earn more money for the investor: a traditional IRA or a Roth IRA. Support your statements with reasons and examples.
  • Describe how people can identify their federal tax brackets.
  • Use the following hypothetical questions/situations to explain the retirement plans in further detail.
    1. If you were to invest $3,500 in traditional IRA and a Roth IRA, after making adjustments for possible tax deductions, what would your net contributionbe for both the traditional and Roth IRA? Explain any differences your research shows.
    2. Once the traditional IRA or Roth IRA is established, you decide to invest the proceeds in a mutual fund. Identify the type of mutual fund you would select. Examples include stocks, bonds, or a balanced mutual fund. Using the Internet, research and select a specific mutual fund that meets your desired risk tolerance. You can use examples of mutual fund companies such as Oppenheimer and Franklin Templeton. Be sure to justify your selection.
    3. Based on the average annual return on the mutual fund selected, you invest $3,500 for thirty years without withdrawing any of the proceeds. How large would the balance be at the end of thirty years? Include your calculations in your presentation.
    4. To avoid the process of probate, and ensure that the balance in this fund transfers upon death to a person of your choice, explain how this account should be set up to ensure a prompt and direct transfer.
    5. As an employee of an organization, you may have access to invest in a 401(k) plan. Explain what a 401(k) plan is as well as its benefits. When one has the option to utilize a 401(k) from an employer, explain what restrictions are in place to limit 401(k) contribution?

Support your statements with examples and scholarly references. Remember to include detailed speakers’ notes to include additional remarks that could be used as a script when presenting to a live audience. Develop an 8–10-slide presentation in PowerPoint format. Apply APA standards to citation of sources. Use the following file naming convention: LastnameFirstInitial_M5_A1.ppt.

By Saturday, February 1, 2014, deliver your assignment to the M5: Assignment 1 Dropbox.

Grading Criteria and Rubric

Assignment 1 Grading Criteria

Maximum Points

Slide/s and speaker notes explain which account would earn more money for the investor: using a traditional or a Roth IRA. Statements are supported with reasons and examples.

44

Slide/s and speaker notes describe how people can identify their federal tax bracket.

44

Calculations for computing net contribution of $3,500 after tax to a traditional IRA are provided.

28

Calculations for computing net contribution of $3500 after tax to a Roth IRA are provided.

28

Slide/s and speaker notes identify and select mutual fund based on desired risk tolerance.

20

Future value of this contribution over 30 years using the average annual return of the fund as an interest rate is computed.

24

Slide/s and speaker notes explain how an account should be set up to ensure prompt and direct transfer to avoid process of probate and ensure that upon death, the balance transfers to appropriate person.

24

Slide/s and speaker notes explain what a 401(k) plan is, its benefits, and the restrictions in place to limit 401(k) contributions.

24

Presentation Criteria:
Organization (16)
Style (8)
Usage and Mechanics (16)
APA Elements (24)

64

Total:

300

Click here to view the rubric for this assignment.

Note: This assignment is worth 300 points and will be graded using a rubric. Download and read the rubric to understand the expectations.

Calculate your paper price

Pages(550 words)

Approximate price:-

Why Choose Our Assignment Writing Services

Quality Assignment Papers

We aim at 100% customer satisfaction. As such, we never compromise on the quality of our assignment services. Our homework helpers craft each paper carefully to match the requirements on the instruction form.

Professional Homework Helpers

We receive many applications from writers around the world daily. Nevertheless, we only choose the cream of the crop to tackle your “help with homework” requests. Hence, our homework helpers are highly-qualified individuals who maintain our quality policy.

Affordable Homework Help

We maintain a fair pricing policy for all our homework help services. Our pricing system generates quotations based on the requirements of each paper.

On-Time Assignment Delivery

At My Homework Writers, we guarantee all students swift delivery of their assignments. We understand that time is an essential factor in the academic world. We, therefore, ensure that all assignments are delivered on or before the agreed deadline.

100% Original Assignment Papers

We maintain a zero-plagiarism policy in all our essay papers. Our assignment writers stick to the students’ instructions to deliver plagiarism-free papers. We are also keen to avoid any chance of similarities with previously written papers.

24/7 Customer Support

We understand that you might run into trouble once in a while when working with our system. In the event that you do run into trouble, please get in touch with our support agents and they will immediately provide you with assistance.

Feel free to contact us via the Chat window or email: support@myhomeworkwriters.com.

How myhomeworkwriters works?

Follow these simple steps to get your homework done

1). Place your order

Fill in the order form and provide all details of your assignment.

2). Proceed with the payment

Choose the payment system that suits you most.

3). Track Progress

You will be able to track the progress of your paper from our system.

4). Receive the final file

Once your paper is ready, we will email it to you.

Calculate the price of your order

You will get a personal manager and a discount.
We'll send you the first draft for approval by at
Total price:
$0.00

Our Assignment Writing Services

Myhomeworkwriters website holds a reputation for providing high-quality assignment writing services. You only need to give us all the requirements for your “do my homework” order, and our homework paper writers will give you the best results.

Essay Writing Services

We have highly qualified essay writers to assist you whenever you place in "help with my homework" order. Our essay writing service is designed to help students get good grades.

Admission Essay Writing service

Our admission essay writing help will assist you to secure a position at your desired learning institution. We will help you craft a top-notch personal statement paper. Our writers who know how to write a college admission essay will help you get the college admission you are longing for.

Editing and Proofreading

Our team of professional editors will help you organize your paper, paraphrase it, and eliminate any possible mistakes. Also, we will help you check on plagiarism to ensure that your final paper possesses quality and originality.

Technical papers

My homeworkwriters harbors specialists who can handle your technical papers order. Our “write my homework” services cover all academic areas you can think of. The simplicity or complexity of the paper does not affect the quality of assignment writing services.