Moving from Illinois to the Space Coast

Illinois exempts retirement income from its flat 4.95% state income tax — making it already retiree-friendly on the income side. But Cook County's property tax at 2.1% is more than double Brevard's 0.85%. On a $400K home, that gap saves $5,000/year. Over twenty years, it covers your entire Heritage Isle HOA bill and then some.

Where IL Retirees Actually Save

Illinois is one of only three states that fully exempts retirement income — Social Security, pensions, 401(k), IRA — from state income tax. So the income tax savings from moving to Florida are minimal for most retirees. The savings come from property taxes: Cook County at 2.1%, Lake County at 2.3%, DuPage at 1.9% versus Brevard's 0.85%. Annual property tax savings: $4,200–$5,800 on a $400K home.

However, Illinois retirees with significant non-retirement investment income (dividends, capital gains, rental income from IL property) do pay the 4.95% flat tax on that income. Moving to Florida eliminates that tax. If your portfolio generates $25,000/year in investment income, that is an additional $1,238/year in savings.

What Chicago-Area Buyers Should Know

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