The Bigger Retirement Planning Picture
State tax policy is just one part of retirement planning.
As 2026 approaches, federal tax brackets, Medicare premiums, Required Minimum Distributions, and inflation adjustments will all influence total retirement income.
Relocation decisions should align with long-term financial sustainability, not short-term headlines.
Final Thoughts: Awareness Leads to Better Decisions
Moving in retirement can be exciting. New scenery. New pace of life. New opportunities.
But financial surprises can quickly overshadow those benefits.
The nine states listed above still tax Social Security benefits in some capacity, though most offer exemptions based on income.
The real question isn’t simply, “Does this state tax Social Security?” It’s “How will my specific income situation be treated?”
Retirement planning works best when it’s proactive.
Before you move, calculate. Confirm. Compare.
Because the right destination should support not just your lifestyle but your financial peace of mind as well.
