wealthschema
wealthschema/archetypes/r-01-corporate-pre-retiree-5-years-out
R-01Pre-RetirementPreservationmoderate tax complexity

Corporate Pre-Retiree (5 Years Out)

Corporate employee 5 years from retirement, pension + 401k, Social Security optimization, healthcare bridge planning.

R-01 is a preservation-phase archetype in WealthSchema's synthetic household data — Corporate employee 5 years from retirement, pension + 401k, Social Security optimization, healthcare bridge planning. It ships in six data bundles covering retirement & healthcare, tax planning, and estate & wealth transfer, used by fintech builders, financial software makers, and compliance teams.

Age Range
57–63
Net Worth
$100k–$1M
Cohort
Pre-Retirement

Schema fields covered

Every R-01 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags
Widowed HNW SpouseSelf-Employed Pre-Retiree

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer