01 - Taxes
Retirement Tax Treatment
Montana exempts most middle-income retirees from Social Security taxes and charges no state sales tax, keeping the overall tax burden manageable for fixed-income households.
Source · Tax Foundation
8
0
Fact text
- Helena once had more millionaires per capita than any other city in the world, all thanks to gold discovered at a spot they almost named 'Last Chance Gulch'.
- The town's name nearly ended up as 'Pumpkinville' or 'Squashtown', the naming meeting was held the day before Halloween.
- Helena's official symbol is a wooden fire watchtower built in 1886 that still stands on Tower Hill overlooking downtown.
- A Helena railroad magnate opened what was reportedly the world's first indoor swimming pool in 1889, inside something called a 'Natatorium'.
Your
Helena
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.
32655
+
Total Population
$
60074
Median Income
$
263300
Median Home
21
%
Age 65+
Retirement Suitability
How
Helena
ranks for retirees?
22
/ 100
A blended, sourced view of how this city ranks for retirees across tax, affordability, healthcare, and climate.
Tax
8
Affordability
36
Healthcare
29
Climate
9
Results
Helena
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
36
03 - Healthcare
Hospital Access & Quality
The area has
1
Medicare-certified hospitals, averaging a
3
/5 CMS quality rating.
Source · CMS Hospital Compare
3
04 - Climate
Weather & Comfort
A
Cold / Snowy
climate — summers peak near
82
°F, winters dip to about
14
°F, with roughly
38
″ of snow a year.
Source · NOAA Climate Normals
Cold / Snowy
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
Relatively Low
Current Guaranteed Rates · Montana
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