01 - Taxes
Retirement Tax Treatment
North Carolina levies state income tax, but retirees keep their full Social Security benefit, the state does not tax it.
Source · Tax Foundation
8
Fact text
- Despite sounding like a place that can't make up its mind, Lake Norman of Catawba sits on the borders of three different counties simultaneously.
- The entire CDP is classified as 100% rural, yet it packs nearly 9,000 residents onto the shores of a sprawling reservoir.
Your
Lake Norman of Catawba
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.
8701
+
Total Population
$
82424
Median Income
$
422000
Median Home
22
%
Age 65+
Retirement Suitability
How
Lake Norman of Catawba
ranks for retirees?
20
/ 100
A blended, sourced view of how this city ranks for retirees across tax, affordability, healthcare, and climate.
Tax
8
Affordability
24
Healthcare
3
Climate
68
Results
Lake Norman of Catawba
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
24
03 - Healthcare
Hospital Access & Quality
The area has
2
Medicare-certified hospitals, averaging a
2
/5 CMS quality rating.
Source · CMS Hospital Compare
2
04 - Climate
Weather & Comfort
A
climate — summers peak near
°F, winters dip to about
°F, with roughly
″ of snow a year.
Source · NOAA Climate Normals
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 · North Carolina
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