Master-Planned and Gated Communities in Tax-Friendly States
Some people want to get away from high taxes like they want to get away from snowy, cold winters. Both are valid reasons to start looking for a destination to retire or relocate. Moving to a tax-friendly state can set you up for a better financial situation—and may even have a better climate. You want your hard-earned money to go as far as it can—after all, you’ve worked toward your retirement your whole life. So, when you’re making plans to retire or relocate, you’ll want to think about how your income can fit into your ideal lifestyle.
The Benefits of Choosing a Tax-Friendly State
If you’re making the move from a high-tax state like New York, New Jersey, or Maryland, looking into a tax-friendly state is one of the best things you can do for you, your family, and your wallet. Some of the benefits include:
- No tax on Social Security income, which can include 401(k)s, IRAs and pensions
- Additional deductions on other forms of retirement income
- Low sales, property, estate, inheritance and income tax rates
The goal is to get the most out of your savings and to live at your fullest capacity, and tax-friendly states are a great place to do that. But don’t just move because taxes are low. Consider all the other factors, too. Is it a place you want to live in? Does it have the amenities—dining, shopping, attractions, etc.—that you want in your everyday life? You should also look for other potential taxes that aren’t as nice. While tax-friendly states are generous in most tax areas, some may have drawbacks. For example, a state may have low income tax but a higher sales tax.
A Look at Some Tax-Friendly States
Delaware – A destination full of gorgeous beaches, rich history, and beautiful scenery, the charm of seaside life is almost enough to make anyone want to move at the drop of a hat. But to sweeten the deal, Delaware is kind to your retirement incomes, offers low property tax, and has no sales tax.
Pennsylvania - Full of history, an enticing geographical landscape, and a climate that’ll make you want to spend most of your time outdoors, this state is also easy on your wallet. No tax on retirement incomes, a low sales tax, and a lower-than-average cost of living make it an ideal place to retire or relocate.
Florida - If the Sunshine State is your escape from frigid winters, you’ll be pleased to know it’s also tax-friendly. You don’t have to worry about income tax, and your Social Security benefits and 401(k)s are untaxed at state levels.
North Carolina - Enjoy a bit of southern charm, your choice of a mountain or seaside backdrop, and shorter winters. But that’s not all. Lower taxes and lower cost of living make this state an even more desirable destination.
Research and Explore Tax-Friendly Communities Around The U.S.
Click to explore the following tax-friendly communities. Request information from multiple communities by selecting the checkboxes to the right and completing the form below.
K. Hovnanians Four Seasons at Orlando
K. Hovnanian’s® Four Seasons at Orlando is a 55+ community in Kissimmee, Florida. This active adult community is situated within the 600-acre Mystic Dunes Resort & Golf Club, offering a championship golf course, recreation, and an array of amenities and activities.
Residents of K. Hovnanian’s® Four Seasons at Orlando enjoy exclusive amenities and resort-style living year-round. Planned amenities include a 12,000-square-foot clubhouse with swimming pool, fitness center, a card room, arts & crafts room and more. There are plenty of ways to stay active outdoors, with an abundance of sidewalks for walking,, tennis and pickleball courts.
This ideal location offers easy access to major roadways, shopping, dining, theme parks, and the entertainment attractions of Orlando. Everyday conveniences such as grocery stores, cafes, and healthcare facilities are just down the street in the prestigious town of Celebration. Homebuyers may select from 8 low-maintenance home designs with up to 2,328 square feet.
Mount Vintage is a well-established 2,000 acre private community conveniently located just a few miles from Augusta, GA and Aiken, SC.
Carefully planned to enhance the natural beauty and tranquility of this setting…it is truly one of a kind.
The Town Center/Athletic Club complex includes a pool, Har-Tru tennis courts, Bocce Ball, fitness center, lending library and community garden, lots of planned activities.
Golf course architect Tom Jackson designed twenty-seven holes that fit perfectly into the diverse topography. The clubhouse is centered on a fully restored piedmont plantation house, circa 1840. The golf club is semi-private and also includes a state-of-the-art practice facility, professionally staffed Pro Shop, private lockers and The Grille.
Mount Vintage is convenient to shopping and entertainment. There are nine major hospitals in the area. 70,000 acre Lake Strom Thurmond is just 30 minutes away. The Blue Ridge Mountains, Atlantic Ocean beaches, and the cities of Atlanta and Charlotte are just a two and a half hours drive.
Mount Vintage is dedicated to excellence and has become home to people who appreciate a quiet, yet fun-filled lifestyle. Choice of spec homes priced from the $300’s or build your home to suit your lifestyle. Lots from $39,000.
Bella Vista is a private 36,000-acre, Member-based recreational community in Northwest Arkansas offering seven golf courses, seven stocked private lakes, swimming pools, tennis courts, trails, parks, pavilions, recreation centers, a gun range, an RV Park and many other amenities. Bella Vista was recently ranked one of America’s Top 10 Best Healthy Places to Retire by U.S. News & World Report and one of the Top 25 best places for affordable homes by CNNMoney.com and Money Magazine.The Bella Vista Property Owners Association enhances each Member’s quality of life by promoting and improving amenities and recreational areas. By building community support for parks and recreational lands, the POA strives to provide community service and outreach that meets the needs of our Members. The programs and services offered by the POA provide Members with exceptional value and quality, while emphasizing the reasonable allocation of resources throughout the city. We ensure safe, attractive, and well-maintained facilities that reflect our Members’ needs and best interests.
K. Hovnanian’s Four Seasons at Victory at Verrado
High above the desert floor, overlooking Phoenix, sits K. Hovnanian’s Four Seasons at Victory at Verrado. This luxury 55+ active adult community is fortuitously surrounded by the White Tank Mountains and Skyline Regional Park, allowing residents to be immersed in the raw splendor of the American southwest while living in comfort and style.
Each of the five floor plans offered by K. Hovnanian’s Four Seasons at Victory have a natural flow from indoor to outdoor gathering areas, in addition to high-end finishes and materials used throughout. These spacious layouts include up to three bedrooms and approximately 1,924 to 2,288 square feet of living space.
The community amenities of Victory at Verrado are equally impressive as the homes found within. Luxe pools flanked by lounges and palm trees overlook craggy mountains. All your workout needs are seen to at the 7,000 square foot, state-of-the-art fitness center, and you can recover at the full-service spa. Two Championship golf courses designed by Ryder Cup captain Tom Lehman will provide hours of enjoyment. And for those oenophiles, the Victory Vineyard hosts wine tastings, guest vintner dinners, wine making classes, and an annual Crush party.
With its stunning scenery and endless amenities, Victory at Verrado is the ultimate in refined, active adult living. K. Hovnanian’s Four Seasons matches that standard with beautiful, thoughtfully designed houses, ready to become homes.
Sign up today to receive more information on the new offerings with K. Hovnanian’s Four Seasons at Victory at Verrado, and begin your journey to a better way of life.
K. Hovnanian’s Four Seasons at Lakes of Cane Bay
K. Hovnanian’s Four Seasons at Lakes of Cane Bay, a 55-plus active lifestyle community in Summerville, South Carolina, is centered on an expansive 300-acre lake system that is ideal for a variety of activities, such as fishing, boating, kayaking, walking and bird watching. The community’s spectacular clubhouse offers resort-style amenities that are second-to-none: two zero-entry outdoor saline pools, including a dedicated children’s pool; an indoor saline pool with lap lanes; a state-of-the-art fitness center and movement studio offering fitness classes, such as yoga and Pilates; a grand ballroom with a stage, seating for up to 300 and a demonstration/catering kitchen; a social lounge; a game room with billiards and card tables; bocce, pickleball and tennis courts; a lakeside amphitheater, and more. Homeowners in this inviting, parklike setting enjoy 24-hour gated security via a manned security gatehouse, as well as convenient access to area shopping, schools, recreation, dining, prestigious medical facilities, I-95, I-26 and Charleston International Airport. Live the Lake Life at Lakes of Cane Bay and experience the unsurpassed lifestyle you deserve.
Imagine more fun times at Wellen Park. From boutique shops to live music, all-day eateries to stunning sunsets, there are hundreds of ways to brighten your days. With beautiful residences and awesome amenities – not to mention amazing residents – each neighborhood is crafted so that the well life reigns supreme. Wellen Park is a vibrant community where everyday fun flourishes and the spirit of wellness thrives. That’s why living at Wellen Park truly feels like your best day ever, every day.
We invite you to stop by the Wellen Park Welcome Center to learn more about the community. One of our brand ambassadors will meet with you to answer questions and guide you through interactive touchscreen kiosks that display neighborhood amenities, home plans, Downtown Wellen shopping and dining, and regional attractions.
Cresswind Charlotte is a luxury age-55+ community that is ideal for active adults and retirees who seek a private retreat that’s still convenient to uptown attractions.
Kolter Homes brings its national reputation for building top-quality, energy-efficient residences to Cresswind Charlotte. Here you’ll find customizable single-family homes with 11 distinctive floor plans from which to choose, with two or three bedrooms and two-car garages. Designer models and a choice selection of move-in-ready homes are available for live or virtual tours.
Club Cresswind is the heart of community life at Cresswind Charlotte, where the full-time activity director schedules weekly events and interest club meetings that keep everyone engaged. The fully-equipped fitness center features yoga and aerobics studios, while the indoor pool has lap lanes and a spa. Just outside is the resort-style pool, sports courts for tennis, pickleball, and bocce ball, and trailheads for walking paths that meander throughout the 370-acre woodland property.
Just beyond the Cresswind Charlotte entranceway are grocery stores, restaurants, and the Novant Health Mint Hill medical complex. Cultural arts centers and entertainment attractions in Uptown Charlotte are only a 25-minute drive away. Additional options include day trips to national forest hiking trails and cozy weekend getaways to nearby mountain ski resorts.
When you request more information below, you’ll be on your way to a healthier and happier lifestyle at Cresswind Charlotte.
Carolina Colours brings to life the very best of small Carolina towns-past, present and future. A mere 30 minutes from the Atlantic Ocean, the waters of the Trent and Neuse Rivers converge to surround the vibrant waterfront town of New Bern, NC. Community amenities include the 25+-acre Carolina Lake, a Harris Teeter grocery, parks, trails and sidewalks, an Activity Campus with golf, fitness, tennis, swimming, pickleball and-for those quiet moments-rocking chairs.
Located in New Bern, NC, perhaps North Carolina’s most desired small town retirement destination for the past 25 years, CAROLINA COLOURS offers a variety of living environments and lifestyle choices. While typical homesites are of a size that many modern communities consider over sized, these half acre and larger sites have proven popular and have allowed numerous custom homes to be constructed, giving the core of the community an eclectic but attractive architectural composition, with trees abundant.
With quality custom builders ready to help you design and build on any homesite you purchase and with three regional/national builders constructing dozens of homes for sale that will be ready for occupancy in the summer of 2022, your choices of location within the community are varied. Carolina Colours Realty, located on-site, sells only new and resale properties within Carolina Colours and is staffed with agents that know all there is to know about the many properties and activities within the community and the New Bern area. In this period of high inflation, Carolina Colours still provides one of the best values in the coastal plain of North Carolina for those that want an attractive, planned community with numerous amenities and activities to fit any lifestyle. And for golfers, the Carolina Colours course is widely considered the premier layout in the region.
The Carolina Colours Golf Course has been very well received. The course is considered by many one of the most attractive and fairest tests of golf in the region, with six teeing alternatives allowing players from scratch golfers to beginners the proper challenge, with sufficient variety for those that play four times a week. Unlike many new courses that create a setting, the Carolina Colours course, designed by Bill Love, the long time chairman of the environmental committee of the National Association of Golf Course Architects, fits into a wooded, rolling landscape as though it belongs. Even non-golfers love to ride or walk its paths.
What sets Carolina Colours apart, however, is its incredible sense of community. From Friday night gatherings for drink and food at the Pavilion, the 16,000-square-foot community clubhouse, to seemingly endless scheduled activities, both active and passive, neighborhood gatherings, walking and biking, organized trips and more, the community welcomes newcomers with a smile and an open invitation to join with others as frequently as one desires.
New Bern, North Carolina’s first capital city, has its historical districts and quaint shopping areas right downtown, where the Neuse and Trent rivers converge, giving many an Annapolis feel. With abundant local marinas and the Intracoastal Waterway and Atlantic Ocean only about 30 miles away, water activities abound. And with a commercial airport and close proximity to major highways, New Bern is easy to get to. Once there, the quality of medical care and the numerous regional cultural and festival type events allows for a life that can be as active or inactive as suits any chosen lifestyle.
Plan your visit
These are only a few of the tax-friendly states. You may find that you’re looking for a destination out west or somewhere else in the south. Take a look at the list of other low-tax states below, and browse the 55+, resort, gated and other communities waiting to welcome you with open arms.