When planning for retirement, taxes remain an important consideration — especially for those relying on Social Security and other retirement income. While federal taxes may still apply in some cases, certain states offer significant tax advantages that can help retirees keep more of their income.
Acts expert analysis was featured in a recent article about five states that stand out in 2026 for their retiree-friendly tax policies. We are proud to have communities in several of them:
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Residents in our six communities in Florida utilize no state income tax, along with no taxes on Social Security or retirement income such as pensions and 401(k) withdrawals.
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All eight of our Pennsylvania community's residents are exempts Social Security and most retirement income, while maintaining a low flat tax rate of 3.07%.
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Residents at our three Delaware communities benefit from a range of benefits, including no sales tax, no Social Security tax, and additional retirement income exclusions.
While these tax benefits can significantly improve financial flexibility in retirement, other factors, such as cost of living, healthcare access, and lifestyle preferences, should also be part of the decision-making process. Choosing the right state can play a crucial role in maximizing retirement income and overall quality of life, and our team is here to help. Contact us any time to review your options within all communities in the Acts family.
Read more from Parade Magazine here.
