187 households with disability income, special needs trusts, and government benefit coordination.
Overview
Disability and special needs financial planning requires specialized data that captures the intersection of disability income, government benefits, and specialized planning vehicles. This dataset provides 187 households with disability income from SSA, VA, and private disability policies, special needs trust structures, ABLE account scenarios, and Medicaid/SSI coordination planning.
What's Inside
187 households with disability income and special needs planning complexity
SSA disability income: SSDI and SSI with benefit calculation scenarios
VA disability compensation: rating levels (0–100%) with TDIU scenarios
Special needs trust structures: first-party, third-party, and pooled trusts
ABLE account scenarios with contribution limits and qualified disability expenses
Medicaid and SSI coordination: asset limits, income disregards, and spend-down strategies
Use Cases
Disability planning software testing
Special needs trust administration tool QA
ABLE account platform development
Government benefit coordination algorithm validation
Enterprise licensing and custom corpus options available. Contact us for volume pricing.
High Deviation from Base Corpus
Requires significant custom modeling or external data layers. Delivery timeline discussed on order.
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About WealthSynth
WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.
