Author: State Income Tax Guide Editorial Team

State tax policies on pensions, Social Security benefits, and investment income help retirees identify unfavorable locations.

State taxation of retirement income, including Social Security, pensions, 401(k) withdrawals, and investment earnings across different states.

State income tax rules on Social Security and pensions reveal which nine states entirely avoid taxing retirement benefits.

North Carolina state income tax rules for military retirement pay, including the specific Bailey exclusion service date criteria.

Virginia military retirement income tax rules for 2026, explaining the full exemption for veterans and state policy history.

Ohio state income tax laws provide a full exemption for Social Security benefits, leaving retirees completely untaxed at the state level.

New York pension taxation rules, including the twenty thousand dollar exclusion, age requirements, and tax exemptions for Social Security.

Tennessee levies no general state income tax, so salary, wages and most investment income go untaxed at the state level, stretching a retiree’s nest egg.

Massachusetts retirement income taxation rules for 2026, explaining taxable 401k withdrawals and exempt Social Security benefits.

Arizona state income tax rules explain how Social Security benefits, private pensions, and traditional IRA withdrawals are taxed.