Best States to Retire for Taxes in 2026: Clear Guide

Описание: CONNECT WITH A VETTED FINANCIAL ADVISOR HERE: https://smartasset.com/retirement/fin...

Thinking about moving in retirement? Your state choice can change your lifetime tax bill by six figures.

In this video, we map the best states to retire for taxes in 2025 and explain how to judge retirement tax friendliness across Social Security, pensions, 401(k)/IRA withdrawals, property, sales, and estate taxes.

You’ll learn:
What “retirement tax friendly” really means and how states are ranked (Very Tax Friendly to Not Tax Friendly)
Which states don’t tax Social Security and where rules are changing in 2025–2026
How states treat 401(k)/IRA withdrawals and pensions (and why small rate differences matter)
Where property taxes are highest/lowest and how senior relief programs work
Sales tax basics, including states with no sales tax
Estate and inheritance tax rules that may affect high-net-worth families
A simple framework to compare states based on your income mix, home value, spending, and legacy goals

Chapters:
00:00 – Retirement Taxes
00:19 – Meet Brian and SmartAsset
01:01 – What "Retirement Tax Friendly" Really Means
01:45 – Very Tax-friendly States
02:24 – Tax-friendly States
03:03 – Moderately Tax-friendly States
03:36 – Not Tax-friendly States
04:04 – Social Security: State Tax Rules
04:33 – Retirement Account and Pension Income
05:11 – Property Taxes and Senior Relief Programs
05:50 – Sales Taxes
06:17 – Estate and Inheritance Taxes
06:54 – How to Compare States for your Situation
07:39 – Conclusion and Summary
08:29 – Connect to a Vetted Financial Advisor

If you want personalized modeling to compare your top states (income, property, sales, and estate taxes), connect with a vetted financial advisor: https://smartasset.com/retirement/fin...

Read the full guide: https://smartasset.com/retirement/ret...

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Question for you: Which matters more, no tax on Social Security or lower property taxes? Comment “SS” or “Property” below. Thanks for watching!

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