01 - Taxes
Retirement Tax Treatment
California does not tax Social Security benefits, but retirees should factor in the state's income tax on other retirement income and a base sales tax rate of about 7.25%.
Source · Tax Foundation
8
7
Fact text
- Its name translates from Spanish as 'old alder tree', a delightfully humble name for a city of 50,000 people.
- The city was designed so every single home sits within 1.5 miles of the central business park, making it one of California's most deliberately live-and-work-friendly planned communities.
- Voters approved cityhood with a whopping 93.3% in favor, basically a unanimous standing ovation from residents.
Your
Aliso Viejo
Retirement Outlook — in 90 seconds
Hosted by Michael McMillan, President of Annuities.net
Every figure mentioned is drawn from the same sourced public data shown below — and the video updates as the data does.
50385
+
Total Population
$
118540
Median Income
$
656600
Median Home
9
%
Age 65+
Retirement Suitability
How
Aliso Viejo
ranks for retirees?
26
/ 100
A blended, sourced view of how this city ranks for retirees across tax, affordability, healthcare, and climate.
Tax
8
Affordability
19
Healthcare
21
Climate
85
Results
Aliso Viejo
Suitability Breakdown
02 - Income
Annuity Rates Available Here
Fixed annuity rates reach up to
7
% on 5-year terms, with most landing between
5
% and
5
%.
Source · Cannex
19
03 - Healthcare
Hospital Access & Quality
The area has
23
Medicare-certified hospitals, averaging a
3
/5 CMS quality rating.
Source · CMS Hospital Compare
3
04 - Climate
Weather & Comfort
A
Mild
climate — summers peak near
78
°F, winters dip to about
44
°F, with roughly
0
″ of snow a year.
Source · NOAA Climate Normals
Mild
05 - Risk
Natural Disaster Risk
FEMA's overall natural-disaster risk rating for this county on the National Risk Index.
Source · FEMA National Risk Index
Very High
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