Finantrix
WealthSynth/Retirement Income Sequencing Pack
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
$5,000
One-time license
380 synthetic households
Annual refresh: $1,500/yr
Tier 1 package
Low deviation from base corpus
Included in Download
JSON
Executive Brief PDF
25 free sample households included
Talk to Sales

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.

Browse all WealthSynth packages →
Good to Know
Bundle B03 · rank #3 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF

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