Goal Planner
 
Have a future goal in mind? Plug in your goal, fill in your personal variables, and calculate to see if you're on track. You can also make adjustments and recalculate to simulate changes to your strategy and create a variety of scenarios.



Your Goal
Savings Balance Today
Planned Monthly Contribution Amount
Years to Save
Estimated Annual Rate of Return
 
 
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Methodology

The Janus Henderson Goal Planner calculates hypothetical projected savings and potential shortfall or surplus versus a goal amount based on assumptions that are provided by you. The planner will also calculate the monthly amount needed to meet the goal amount if a shortfall exists. These estimates are calculated using the future time value of money formula and assumes investments are made and compounded at the end of each month. The calculation is hypothetical in nature and does not take into account the potential impact of taxes. The hypothetical goal funding chart displays the projected funding results by year and also includes a hypothetical balance per year if an additional $100 was made each month. The chart is for illustrative purposes only.

Tax information contained herein is not intended or written to be used, and it cannot be used by taxpayers for the purposes of avoiding penalties that may be imposed on taxpayers. Such tax information and any estate planning information is general in nature, is provided for informational and educational purposes only, and should not be construed as legal or tax advice.

The hypothetical example does not represent the returns of any particular investment.

Janus Henderson Distributors LLC