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Is Retirement Income Taxed in Texas? (2026)

MRBy Michael Reyes, CFP® Updated June 30, 2026 6 min read

Quick Answer

Texas does not tax retirement income of any kind. Because it has no state income tax, Social Security, pensions, and 401(k)/IRA withdrawals are all state-tax-free at any age — and there's no estate or inheritance tax either. That makes Texas one of the most tax-friendly states for retirees. The catch: Texas has some of the highest property taxes in the country, though seniors 65+ get exemptions and a homestead cap. Federal income tax still applies.

If you're retiring in Texas — or thinking about it — the tax news is simple and good: Texas doesn't tax retirement income, because it doesn't tax income at all. Here's exactly what that covers, and the one tax retirees do need to watch.

What Texas does NOT tax

Social Security benefitsNo state tax — Texas has no income tax.

401(k) & 403(b) withdrawalsState-tax-free at any age.

Traditional & Roth IRA withdrawalsNot taxed by Texas.

Public & private pensionsFully exempt from state tax.

Estate & inheritanceTexas has no estate or inheritance tax.

The catch: property taxes

Texas funds itself partly through high property taxes, among the steepest in the nation. For retirees who own a home, this is the tax that matters most — it applies no matter how low your taxable income is.

The good news: Texas offers a homestead exemption, plus additional exemptions and a school-tax freeze (the "over-65" homestead cap) for homeowners 65 and older, which can meaningfully lower the bill.

Federal tax still applies

No state income tax doesn't mean no tax. The IRS still taxes traditional 401(k) and IRA withdrawals as ordinary income, and may tax part of your Social Security depending on your total income. Texas simply adds nothing on top.

Plan your Texas numbers

Still working in Texas? See your take-home with the Texas salary calculator. Planning for retirement? Project your savings with the retirement savings calculator or estimate your benefit with the Social Security calculator. See also states with no income tax.

Frequently Asked Questions

Does Texas tax retirement income?

No. Texas has no state income tax, so it does not tax any retirement income — not Social Security, not pensions, not 401(k) or IRA withdrawals. Retirees in Texas owe no state income tax on their retirement money, which makes Texas one of the most tax-friendly states for retirement income.

Does Texas tax Social Security?

No. Texas does not tax Social Security benefits, because it has no state income tax at all. (The federal government may still tax a portion of your Social Security depending on your total income, but Texas does not.)

Does Texas tax 401(k) and IRA withdrawals?

No. Because Texas has no income tax, distributions from 401(k)s, traditional IRAs, and Roth IRAs are not taxed at the state level — at any age. You'll still owe federal income tax on traditional 401(k) and IRA withdrawals, but nothing to the state of Texas.

Is Texas a good state to retire in for taxes?

For income taxes, yes — Texas doesn't tax any retirement income and has no estate or inheritance tax. The trade-off is high property taxes, which hit retirees who own homes regardless of income. Texas does offer property tax exemptions and a homestead cap for seniors (65+) that can ease the burden.

Do retirees pay any state taxes in Texas?

Not on income. But Texas has some of the highest property taxes in the country and an above-average sales tax, which affect retirees regardless of income. So while your retirement income is entirely state-tax-free, your overall cost of living still includes those taxes.

Does Texas have an estate or inheritance tax?

No. Texas has no state estate tax and no inheritance tax. Combined with no income tax on retirement withdrawals, this makes Texas attractive for retirees focused on preserving and passing on wealth — though the federal estate tax can still apply to very large estates.