376 high-income households ($200K–$1M+) with tax complexity and wealth accumulation scenarios.
Overview
High-income professionals face a distinct set of financial planning challenges: AMT exposure, NIIT, backdoor Roth contributions, mega backdoor Roth, deferred compensation elections, and equity compensation complexity. This dataset provides 376 households with incomes of $200K–$1M+ and the tax and planning complexity that comes with high-income status.
What's Inside
376 households with annual income $200K–$1M+ across professions
Equity compensation: RSUs, ISOs, NQSOs, and ESPP with vesting schedules
Deferred compensation: 457(b), NQDC, and executive benefit plans
Backdoor Roth and mega backdoor Roth contribution scenarios
AMT exposure, NIIT, and SALT deduction limitation scenarios
Charitable giving strategies: bunching, DAF, and appreciated asset donations
Enterprise licensing and custom corpus options available. Contact us for volume pricing.
Low Deviation from Base Corpus
Requires light re-tagging and documentation. Available within 1–2 weeks of 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.
