Fact text

  • A.P. Giannini, the founder of Bank of America (originally called the Bank of Italy), spent most of his life in San Mateo.
  • A historic Japanese teahouse and garden built in 1894 was designed by the same man who created the famous Japanese garden in San Francisco's Golden Gate Park.
  • One early San Mateo landowner spent $25,000 buying his ranch, then immediately spent another $25,000 just building a fence around it.
Your
San Mateo
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.
Stat icon
103619
+
Total Population
Stat icon
$
126102
Median Income
Stat icon
$
1186400
Median Home
Stat icon
16
%
Age 65+
Retirement Suitability
How
San Mateo
ranks for retirees?
33
/ 100

A blended, sourced view of how this city ranks for retirees across tax, affordability, healthcare, and climate.

Tax
8
Affordability
2
Healthcare
69
Climate
64

Results

San Mateo

Suitability Breakdown

Retirement tax planning
01 - Taxes

Retirement Tax Treatment

Tax
8

California does not tax Social Security benefits, though retirees should plan for the state's income tax on other retirement income and a base sales tax rate of 7.25%.

State sales tax here runs about

7

%.

Source · Tax Foundation
8
7
Retirement tax planning
02 - Income

Annuity Rates Available Here

Affordability
2

Fixed annuity rates reach up to

7

% on 5-year terms, with most landing between

5

% and

5

%.

Source · Cannex
2
Retirement tax planning
03 - Healthcare

Hospital Access & Quality

Healthcare
69

The area has

6

Medicare-certified hospitals, averaging a

4

/5 CMS quality rating.

Source · CMS Hospital Compare
4
Retirement tax planning
04 - Climate

Weather & Comfort

Climate
64

A

Mild

climate — summers peak near

72

°F, winters dip to about

45

°F, with roughly

0

″ of snow a year.

Source · NOAA Climate Normals
Mild
Retirement tax planning
05 - Risk

Natural Disaster Risk

Risk
Relatively High

FEMA's overall natural-disaster risk rating for this county on the National Risk Index.

Source · FEMA National Risk Index
Relatively High

Keep Learning

Free retirement education from Annuities.net — no signup required.

Retirement Planning

Empower Your Retirement Planning: How Free Annuity Quotes Can Guide Your Strategy

Free annuity quotes help you compare rates, understand options, and build a secure retirement plan. Use unbiased resources like Annuities.net to make informed decisions and ensure steady lifetime income.

Read more

Investing

Why Independent Annuity Guidance Makes a Difference for Your Nest Egg

Independent, unbiased annuity guidance helps protect your nest egg by offering clear, conflict-free advice. Use free quotes from Annuities.net to make informed retirement planning decisions.

Read more

Retirement Planning

Unlock Your Retirement Potential: Why Independent Financial Advice Matters

Independent financial advice is crucial for unbiased, personalized retirement planning. Annuities.net offers free, transparent annuity quotes and expert guidance to secure steady income and financial peace of mind.

Read more

Hosted by Michael McMillan, President of Annuities.net
More videos on our channel →

Ready to Secure Your Retirement Future?

Join thousands of Americans who've taken control of their retirement planning with expert guidance and proven strategies.

Schedule Free Consultation