Moving from New York to St. Augustine

The real tax comparison, retirement income treatment, and which 55+ communities in St. Johns County fit the buyer profile most New Yorkers bring to this market.

New York sends more retirees to Northeast Florida than almost any other state. The financial case is real — but the details matter more than the headline. Florida has no state income tax. New York has one of the highest. The savings on retirement income are genuine and significant. The property tax math is more complicated, and the Save Our Homes reset means your year-one St. Johns County tax bill will likely be higher than whatever the current owner pays. This page runs the actual numbers.

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State Income Tax: What You Stop Paying

New York taxes all income — including pension income, IRA distributions, and investment income — at rates from 4% to 10.9% depending on income level. New York City adds another 3.08% to 3.88% for city residents. Florida has no state income tax on any source of income.

Annual Retirement IncomeNY State Tax (est. 6.85% rate)NYC Add-On (est. 3.4%)Florida TaxAnnual Savings (NYC)
$60,000$4,110$2,040$0$6,150
$80,000$5,480$2,720$0$8,200
$100,000$6,850$3,400$0$10,250
$120,000$8,220$4,080$0$12,300

These are simplified estimates using a blended rate. Actual NY tax depends on your filing status, deductions, and specific income sources. For upstate New York residents without NYC tax, remove the NYC column — your savings are still substantial at the state rate alone. Consult a tax professional for your specific situation.

Social Security and Pension TreatmentNew York exempts Social Security from state income tax. Florida does too (and has no income tax at all). For Social Security income, the state-level move is tax-neutral. For pension income and IRA distributions: New York exempts the first $20,000 of pension/retirement income for taxpayers 59½ and older. Florida exempts all of it — no income tax, period. The savings are most significant on pension income above $20,000 and on IRA distributions of any amount.

Property Tax: The New Reality in St. Johns County

New York property taxes vary widely by municipality but are among the highest in the nation. Long Island, Westchester, and suburban areas commonly run $8,000–$20,000+ per year on homes in the $400,000–$700,000 range. NYC co-op and condo taxes tend to be lower per unit but follow different assessment rules.

St. Johns County 2025 millage: 13.47 mills. On a $425,000 home after the $50,000 homestead exemption, year-one tax: approximately $5,051. That is almost certainly lower than your current New York tax on a comparable home — sometimes dramatically so. The Save Our Homes cap then limits your annual increase to 3% or CPI from year 2 forward, so the tax advantage grows over time as New York property taxes continue rising while yours are capped.

Purchase PriceSt. Johns County Year-1 TaxYear-10 Tax (SOH cap applied)
$375,000$4,385~$3,378
$425,000$5,051~$3,892
$475,000$5,725~$4,410
$525,000$6,399~$4,929
The Save Our Homes Reset — Read This Before BudgetingThe seller's current property tax bill in St. Johns County is not your bill. Florida's Save Our Homes Amendment caps existing owners at 3% annual increases. When you buy, it resets to market value. If the seller has owned for 10 years and their bill shows $2,400, your year-1 bill will be $4,000–$6,000+ depending on your purchase price. Use the table above, not the listing's tax line. Full SOH trap explanation →
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What New Yorkers Typically Buy in This Market

New York buyers in St. Augustine 55+ communities tend to prioritize: walkable or near-walkable access to restaurants and culture (which points toward St. Augustine proper or the WGV corridor), community social programming comparable to what they had at home (larger communities deliver more of this), and quality construction on the finishes — New Yorkers who have owned in high-cost markets tend to be discerning about build quality and are often willing to pay more for it.

The communities that tend to fit this profile in order of fit: WaterSong at RiverTown (largest community, waterfront setting, strong amenity programming), Parkland Preserve (established, nearly built-out, WGV location), Reverie at Silverleaf (newer construction, no CDD, active build — more flexibility on finishes and options).

Making the Move Official: Establishing Florida Residency

To stop paying New York income tax, you must establish Florida as your domicile — your permanent legal home. New York aggressively audits high-income departing residents. The standard guidance: spend more than 183 days per year in Florida, change your voter registration and driver's license to Florida, update estate planning documents to reflect Florida domicile, and document your presence in Florida (receipts, medical appointments, community events). The homestead exemption requires Florida to be your primary residence — you cannot claim it on a vacation home. File for homestead exemption by March 1 of the year following your purchase. Full exemption guide →

New York buyers in St. Augustine benefit most from working with an agent who understands both the cost math and the communities that match the lifestyle expectations NY buyers bring. Let us connect you.

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NY tax rates approximate — actual rates depend on income, filing status, and deductions. Florida has no state income tax as of 2025. Property tax estimates use St. Johns County 2025 millage of 13.47 mills. Consult a CPA for residency-change tax planning. This page is for research purposes only.

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