Section 01

Compare two
states

Select any two states to see a side-by-side summary: tax type, top rate, standard deduction, and how each state treats Social Security, pensions, and retirement account withdrawals. The data below is 2025 tax year; selecting a state links to its full guide.

Select a state to see its retirement tax summary.

Section 02

No-tax
states

Nine states levy no personal income tax at all. Every dollar of retirement income — 401(k) withdrawals, pensions, Social Security, investment gains — is free from state tax. Federal tax still applies, and property and sales taxes vary by locality, so “no income tax” does not mean “no taxes.”

Section 03

Flat-rate
states

Fifteen states apply a single flat rate to all taxable income. Many exempt Social Security in full and offer partial exclusions for pensions or retirement account withdrawals, often gated by age.

State Rate Social Security Pension Retirement accts
Arizona 2.5% Exempt Partial Taxed
Colorado 4.4% Taxed Taxed Partial
Georgia 5.39% Exempt Taxed Partial
Idaho 5.7% Exempt Taxed Taxed
Illinois 4.95% Exempt Exempt Exempt
Indiana 3% Exempt Taxed Partial
Iowa 3.8% Exempt Partial Partial
Kentucky 4% Exempt Taxed Partial
Louisiana 3% Exempt Partial Partial
Massachusetts 5% Exempt Taxed Taxed
Michigan 4.25% Exempt Taxed Taxed
Mississippi 4.4% Exempt Exempt Exempt
North Carolina 4.25% Exempt Taxed Taxed
Pennsylvania 3.07% Exempt Exempt Exempt
Utah 4.55% Taxed Taxed Taxed
Section 04

Progressive
states

Twenty-seven jurisdictions (26 states plus the District of Columbia) use progressive brackets. The “rate” column shows the top marginal rate — the rate on the highest dollar earned. Most retirees pay less, since their income falls in lower brackets. Click any state to see full bracket detail.

State Top rate Social Security Pension Retirement accts
Alabama 5% Exempt Taxed Partial
Arkansas 3.9% Exempt Taxed Partial
California 13.3% Exempt Taxed Taxed
Connecticut 6.99% Partial Taxed Taxed
Delaware 6.6% Exempt Taxed Partial
District of Columbia 10.75% Exempt Partial Partial
Hawaii 11% Exempt Taxed Taxed
Kansas 5.58% Exempt Taxed Taxed
Maine 7.15% Exempt Taxed Partial
Maryland 6.5% Exempt Taxed Partial
Minnesota 9.85% Partial Taxed Taxed
Missouri 4.7% Exempt Partial Taxed
Montana 5.9% Partial Partial Partial
Nebraska 5.2% Exempt Taxed Taxed
New Jersey 10.75% Exempt Taxed Partial
New Mexico 5.9% Partial Partial Partial
New York 10.9% Exempt Partial Partial
North Dakota 2.5% Exempt Taxed Taxed
Ohio 3.13% Exempt Taxed Taxed
Oklahoma 4.75% Exempt Taxed Partial
Oregon 9.9% Exempt Taxed Taxed
Rhode Island 5.99% Partial Taxed Partial
South Carolina 6.2% Exempt Taxed Partial
Vermont 8.75% Partial Taxed Partial
Virginia 5.75% Exempt Taxed Partial
West Virginia 4.82% Partial Taxed Partial
Wisconsin 7.65% Exempt Taxed Partial
Section 05

How this
works

Rates and exemptions on this page reflect the 2025 tax year. Each state’s treatment of retirement income is summarized into three categories — Exempt (fully excluded from state income tax), Partial (capped, age-gated, or income-limited), and Taxed (no exclusion) — covering Social Security, pensions, and withdrawals from 401(k), IRA, and similar retirement accounts.

State tax data is simplified: standard deductions are used in place of itemized deductions, and local or city income taxes (e.g. New York City, Yonkers, some Ohio municipalities) are not modeled. Some states use “retirement income exclusions” that combine pensions and account withdrawals under a single cap. Age gates are shown as “Partial” because the full exemption only applies above a specified age (commonly 55, 60, 62, or 65).

For the full methodology — how exemptions resolve, how brackets are applied, and which states have income thresholds for Social Security — see the state tax section of How It Works. To model your own retirement income across any state, use the free calculator; state-by-state comparison is a Pro feature.

Related guides

Reduce taxes in retirement → Roth conversion strategy → Which accounts to withdraw from first →

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