Section 01

Louisiana's retirement
tax landscape

Social Security is fully exempt. Government pensions are fully exempt. Private pensions get a $12,000/$24,000 exclusion age 65+. Retirement account withdrawals get a $12,000/$24,000 exclusion 65+.

Understanding how Louisiana treats each type of retirement income is essential for planning your withdrawals, conversions, and Social Security timing. The interaction between state and federal taxes determines your true after-tax income each year.

💡
State and federal taxes are independent
Louisiana calculates its own deductions and exemptions separately from the federal return. Income that falls below the federal standard deduction may still be taxable in Louisiana, and vice versa. Plan for both independently.
Section 02

What's taxed
and what's not

Here's how Louisiana treats the major types of retirement income.

TAX-FREE
Social Security

Fully exempt from state income tax.

PARTIAL
Traditional 401(k) / IRA

Partially exempt with deductions or exclusions.

PARTIAL
Pension income

Partially exempt or exempt with age requirements.

TAX-FREE
Roth 401(k) / IRA

Qualified distributions are fully exempt at both the state and federal level.

Section 03

Louisiana's
tax rate

Louisiana has a flat income tax rate of 3%. All taxable income above the standard deduction is taxed at this single rate. The standard deduction is $12,500 for single filers and $25,000 for married filing jointly.

A flat rate simplifies planning — there are no brackets to manage. Every additional dollar of retirement income is taxed at 3% regardless of how much you withdraw. The planning focus shifts to maximizing deductions and exemptions rather than staying within bracket thresholds.

📊
Flat rate: 3%

All taxable income above the standard deduction is taxed at this rate. No brackets to manage.

📊
Standard deduction

$12,500 single / $25,000 married filing jointly. Income below this threshold is tax-free.

Section 04

Strategies to reduce your
Louisiana tax burden

The $12,000/$24,000 retirement exclusion for 65+ provides meaningful relief. Roth conversions before 65 avoid state tax entirely. The generous standard deduction ($12,500/$25,000) shelters significant income. The SS exemption is a strong advantage for retirees. Federal tax planning — withdrawal sequencing and SS timing — drives the primary savings opportunity.

Roth conversions before retirement. Converting traditional IRA balances to Roth during lower-income years means paying Louisiana tax now at lower rates, then taking tax-free Roth withdrawals later. See the full Roth conversion strategy guide.

Withdrawal sequencing. The order you draw from different accounts each year matters. Drawing from taxable brokerage accounts before tapping tax-deferred accounts can keep your Louisiana ordinary income lower. Read more in which accounts to withdraw from first.

Social Security timing. Optimizing when you claim Social Security affects both your federal and state tax picture. See when to start Social Security.

Section 05

Model your Louisiana
retirement taxes

The interaction between Louisiana's tax rules and federal taxes is too complex to estimate by hand. A year-by-year projection shows your actual tax burden for every year of retirement.

Drawdown Arc's projection engine includes Louisiana's flat rate, standard deduction, and retirement income exemptions. Set your state to Louisiana and enter your account balances, pension, and Social Security timing — the projection shows your Louisiana state tax alongside federal tax for every year.

State tax modeling is a Pro feature. The free calculator shows your full federal tax projection — upgrade to Pro to add Louisiana (or any of the 50 states) to your model.

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State taxes PRO

Related guides

Roth conversion strategy → Which accounts to withdraw from first → When to start Social Security →

See your retirement,
modeled

Year-by-year projections with real tax math. Free, private, no signup required.