US retirement calculator

Retirement planning for Florida.

No state income tax. Run your projection. free

Run your projection — free

Florida at a glance (2026)

Top combined rate

37%

State tax model

None

Standard deduction

$16,100

RMD start age

73

No state income tax

Florida does not levy a state income tax. Your 401(k)/IRA withdrawals, Roth conversions, Social Security, and investment gains are taxed only at federal rates (10-37%).

What this means for your retirement

Florida retirement planning insights

Florida has no state income tax — the most popular retirement destination in the US combines warm weather with tax efficiency

Like Texas, Roth conversions in Florida cost only the federal rate. Florida's lack of estate/inheritance tax is an additional planning advantage

Florida's homestead exemption ($50K) and Save Our Homes cap (3% annual assessment increase) make property taxes more predictable for long-term residents

Florida retirees who moved from high-tax states (NY, CA, NJ) should time their move carefully — establish residency before large IRA distributions or asset sales

Frequently asked questions

Why is Florida the most popular retirement state?

No state income tax, no estate tax, no inheritance tax, homestead protection, and warm weather. Florida retirees keep more of every dollar withdrawn from retirement accounts. The total tax savings vs a high-tax state like New York can exceed $10,000-50,000/year depending on income.

Should I move to Florida before taking large distributions?

Yes — if you're planning a large Roth conversion, pension lump sum, or asset sale, establishing Florida residency first avoids state tax on that income. The timing of your move relative to these events can save thousands. cinder.fi lets you model both scenarios.

See your Florida numbers.

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