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Texas 55+ Budget Guide — Full Annual Cost

Everything it costs to live in a Texas 55+ community in 2026 — HOA, property taxes, insurance, healthcare, food, transportation, and what surprises buyers from other states

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What Texas-Specific Costs Surprise Buyers Most

Buyers arriving from New Jersey, New York, Illinois, or California have calibrated their expectations to their home state's cost structure. Three Texas-specific costs consistently surprise them: property taxes that are higher than expected before exemptions; homeowners insurance with percentage-based hail deductibles; and the absence of any state income tax that they may not have fully modeled into their withdrawal strategy. This guide addresses all three in the context of a complete annual budget.

Housing Cost Components — Sun City Texas, $450K Home, 65+ Primary

ComponentMonthlyAnnualNotes
HOA dues$100$1,200Base — excludes golf and Garden Home lawn surcharge
Property tax (all 65+ exemptions)~$383~$4,600Williamson County; after $200K school exemption + freeze
Homeowners insurance~$183~$2,200Hail corridor — Class 4 roof discount applied
Lawn care~$125~$1,500Not included in HOA for standard single-family
Home maintenance reserve~$375~$4,5001% of home value/yr — prudent reserve for Texas climate
Housing subtotal (ex-mortgage)~$1,166~$14,000

Healthcare Budget

ComponentPer Person / MoAnnual (Couple)
Medicare Part B premium~$185~$4,440
Medigap Plan G (age 65–70)~$175~$4,200
Part D prescription drug plan~$50~$1,200
Dental / vision / hearing~$125~$3,000
Out-of-pocket (copays, prescriptions)~$2,400
Healthcare subtotal (couple)~$15,240
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Full Annual Budget — Three Income Levels

Category$70K Income$110K Income$160K Income
Housing (ex-mortgage)$14,000$14,000$17,000 (larger home)
Healthcare$13,000$15,240$17,000
Food and groceries$10,800$14,400$21,600
Dining out$3,600$6,000$12,000
Transportation$7,200$9,600$14,400
Golf (if applicable)$0$2,500 (single)$4,200 (couple)
Entertainment and travel$4,800$10,800$24,000
Personal care and clothing$3,600$4,800$7,200
Gifts and charitable giving$2,400$4,800$9,600
Miscellaneous$3,600$4,800$7,200
Total Annual Spending~$63,000~$86,940~$134,200

Texas state income tax on all of the above: $0. Federal taxes on retirement income distributions still apply. Assumes cash purchase — no mortgage payment. Add $15,000–$22,000/year for a $225K mortgage at 6.5%.

The $70K income scenario is tight but workable at Sun City Texas as a cash buyer — primarily because the HOA is genuinely $100/month, property taxes are dramatically reduced by 65+ exemptions, and Texas takes none of the $70K in state income taxes. A comparable budget in NJ would be squeezed significantly by state income taxes and $11,000–$13,000/year in property taxes.

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