Tier 2
FIRE & Early Retirement Pack
52 FIRE households with early retirement portfolios and sustainable withdrawal modeling.
Overview
FIRE planning software must handle the unique financial complexity of early retirement: decades-long portfolio horizons, investment income as the primary income source, healthcare cost management before Medicare eligibility, and Roth conversion ladder strategies. This dataset provides 52 FIRE households with high savings rates, lean and fat FIRE variants, and sustainable withdrawal rate scenarios.
What's Inside
52 FIRE households across lean FIRE, standard FIRE, fat FIRE, and barista FIRE variants
High savings rate histories (30–70% of gross income)
Investment income as primary income source: dividends, capital gains, rental income
Sustainable withdrawal rate modeling (3–5% SWR scenarios)
Healthcare cost management: ACA marketplace, HSA strategies, pre-Medicare gap
Roth conversion ladder strategies with tax optimization
Use Cases
FIRE planning software testing
Sustainable withdrawal rate algorithm validation
Early retirement tax planning tool QA
Healthcare cost modeling for pre-Medicare households
Ideal Buyers
Financial planning software vendorsFIRE community platformsRobo-advisorsTax planning software vendors
Example firms: ProjectionLab, cFIREsim, FIRECalc, Boldin, NewRetirement
Tags
FIREEarly RetirementFinancial IndependenceWithdrawal RateRoth Conversion
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
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