Tier 1
Retirement Income Sequencing Pack
380 retiree households with full decumulation scenarios and life event sequences.
Overview
Retirement income planning software must handle the most complex financial scenarios a household will ever face. This pack provides 380 retiree and near-retiree households with complete decumulation sequences including Social Security claiming optimization, RMD calculations, Roth conversion ladders, long-term care events, and spouse death scenarios. Each household includes a 5-year forward projection with Monte Carlo-compatible parameters.
What's Inside
380 households aged 58–85 with full asset and income profiles
Social Security claiming scenarios (early, FRA, delayed) with spousal coordination
RMD sequences with QCD and Roth conversion opportunities
Long-term care events: health crisis, facility transition, cognitive decline
Sequence-of-returns risk scenarios with portfolio depletion analysis
Spouse death and survivor benefit calculations
Use Cases
Retirement income engine testing
Monte Carlo simulation validation
Annuity illustration software QA
Advisor training and certification programs
Ideal Buyers
Financial planning software vendorsAnnuity manufacturersRIA technology platformsInsurance carriers
Example firms: eMoney Advisor, MoneyGuidePro, RightCapital, Allianz, Jackson National
Tags
RetirementDecumulationSocial SecurityRMDIncome Planning
Low Deviation from Base Corpus
Requires light re-tagging and documentation. Available within 1–2 weeks of order.
Other Tier 1 Packages
Reg BI Suitability Audit Pack
143 households purpose-built for Regulation Best Interest compliance testing.
$5,000
Tax-Loss Harvesting Simulator
806 households with full tax lot history for TLH algorithm validation.
$4,500
Cash Flow Stress Test Dataset
468 households with granular cash flow data for liquidity and stress testing.
$4,000