Retirement PlanningAustin, Texas

Retiring in Austin: How Texas Zero Tax Supercharges Your Retirement Savings

Texas taxes zero retirement income — no tax on Social Security, pensions, 401(k)s, or IRAs. See why Austin is becoming America\'s top retirement destination.

Marcus Rivera
·February 4, 2026·7 min read
Retiring in Austin: How Texas Zero Tax Supercharges Your Retirement Savings - Austin tax guide

Austin is not just for young tech workers — it is rapidly becoming one of America\'s premier retirement destinations. Texas\'s zero state income tax means every dollar of your retirement income — Social Security, pensions, 401(k) distributions, IRA withdrawals — is completely free from state taxation. For a retiree with $80,000 in annual income, that is $4,000-$8,000 more per year compared to states like California or New York.

Zero Tax on All Retirement Income

Unlike states that exempt only certain types of retirement income, Texas exempts everything. Social Security, traditional IRA distributions, Roth conversions, pension payments, annuity income, and capital gains from investment accounts — none of it is subject to state income tax. This simplicity is a massive advantage for retirement planning.

Property Tax Considerations for Retirees

Texas compensates for no income tax with higher property taxes (averaging 1.8%). However, Texas offers significant property tax relief for seniors: a mandatory $10,000 school tax exemption for those 65+, a property tax freeze on school taxes, and optional additional exemptions from cities and counties. In Austin, these can reduce your property tax bill by 20-30%.

Austin\'s Retirement Lifestyle Value

Austin offers retirees world-class dining, live music, outdoor recreation, and cultural amenities at a fraction of coastal city costs. The average retirement budget in Austin is 25-35% lower than San Francisco or Manhattan, while offering comparable quality of life. The warm climate also reduces heating costs and enables year-round outdoor activity.

Healthcare Access in Austin

Austin\'s healthcare infrastructure has expanded rapidly, with major hospital systems including Ascension Seton, St. David\'s, and Baylor Scott & White. Medicare Advantage plans in Austin are competitively priced with good provider networks. The city\'s growing medical sector means access to specialists without the wait times of smaller cities.

Pro Tip: Use our Austin Salary Calculator to model your retirement income in Texas and see how much more you keep compared to your current state.

Marcus Rivera - Relocation Tax Advisor
Marcus RiveraEATax Advisor

Relocation Tax Advisor

Marcus helps professionals navigate the tax implications of relocating between states. Based in Austin, he has guided hundreds of workers through moves from high-tax to low-tax states.

Published: February 4, 2026·Last updated: January 2026·Twitter·LinkedIn

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