wealthschema
wealthschema/archetypes/ri-01-annuity-dependent-retiree
RI-01Retirement IncomeDistributionlow tax complexity

Annuity-Dependent Retiree

Retiree with significant annuity income (SPIA or VA), limited other assets, Medicare, Social Security.

Fintech builders, financial software makers, and compliance teams use the RI-01 — Annuity-Dependent Retiree archetype across six of WealthSchema's synthetic household data sets to model households matching the Annuity-Dependent Retiree archetype without exposing real customer PII.

Age Range
65–80
Net Worth
$0–$100k
Cohort
Retirement Income

Schema fields covered

Every RI-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
income.social_security_benefit
income.pension_annual
income.rmd_schedule
planning.withdrawal_sequence
Cannabis Industry WorkerDividend Income Retiree

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

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Life Stage

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