🌴 Retirement Guide

Retiring in Florida in 2026: The Real Talk

The dream is real — but so are the costs. 838 people move to FL daily. Here's what retirees need to know before making the leap.

Why Retirees Still Love Florida

💰

Zero Income Tax

No tax on Social Security, pensions, 401(k) distributions, or investment income. A retiree drawing $80K/year saves $4K-$6K vs most states.

☀️

Year-Round Lifestyle

Golf, beaches, fishing, boating — 365 days a year. No snow to shovel. Active adult communities everywhere.

🏥

Healthcare Access

Major hospital systems (Cleveland Clinic FL, Mayo Jacksonville, Baptist Health). Medicare Advantage plans are competitive.

🏠

No Estate Tax

Florida has no estate or inheritance tax. Your heirs keep more. This alone drives high-net-worth retirees to FL.

✈️

Travel Hub

Major international airports in Miami, Tampa, Orlando, Fort Lauderdale. Direct flights everywhere. Cruise ports too.

👥

Community

The Villages (130K+ residents), active 55+ communities statewide. Ready-made social networks for retirees.

The Insurance Reality Check

⚠️ Florida insurance is 181% above the national average

This is the #1 hidden cost retirees underestimate. Average annual home insurance: $4,200+. In coastal/flood zones, it can hit $8K-$12K. However:

  • Market is stabilizing with new carriers entering FL in 2025-2026
  • Wind mitigation upgrades can reduce premiums 20-40%
  • Inland locations (Ocala, The Villages, Kissimmee) have much lower rates
  • Even with insurance costs, the total savings from zero income tax often more than compensate

Best FL Retirement Areas (By Budget)

AreaMedian HomeVibeInsurance Zone
The Villages$350K55+ paradise, golf, socialInland (lower)
Ocala$280K#1 growth city, horse countryInland (lower)
Port St. Lucie$380KQuiet coastal, affordableModerate
Sarasota$450KCultural, upscale coastalCoastal (higher)
Naples$550K+Luxury, golf, beachesCoastal (higher)
Jacksonville$310KAffordable, more moderate climateLower risk

Retirement Math That Works

A couple drawing $100K in retirement income saves $5,000-$8,000/year in income taxes alone by moving to FL. Even subtracting higher insurance, most retirees come out ahead.

Get Your Retirement Savings Estimate →

Get Your Custom Relocation Strategy Plan

Free 15-minute call. No pressure. Real data. Real answers. Connects directly to our loan application.

🔒 100% Free 24hr Response🏦 Licensed MLO🇺🇸 Hablamos Español

Related Guides

🏠
Get Pre-Approved in 5 Minutes
No credit impact • Free strategy session • Licensed in TX, FL, NM
Start Now →