wealthschema
wealthschema/archetypes/r-02-self-employed-pre-retiree
R-02Pre-RetirementPreservationmoderate tax complexity

Self-Employed Pre-Retiree

Business owner approaching retirement, no pension, SEP-IRA/Solo 401k, business sale as retirement event.

R-02 is a preservation-phase archetype in WealthSchema's synthetic household data — Business owner approaching retirement, no pension, SEP-IRA/Solo 401k, business sale as retirement event. It ships in six data bundles covering tax planning, retirement & healthcare, and compliance & audit, used by fintech builders, financial software makers, and compliance teams.

Age Range
55–65
Net Worth
$100k–$1M
Cohort
Pre-Retirement

Schema fields covered

Every R-02 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
Corporate Pre-Retiree (5 Years Out)Government/Teacher Pre-Retiree

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Download households matching this archetype as part of a Wealth Data Set.

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer