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What a cash balance plan saves, state by state.

Federal tax savings are the same wherever you live. State savings are not: from nothing in the 9 states without an income tax to about $22,100 in Oregon for the S corporation owner below. Three states tax a self-employed owner's contributions altogether.

Last checked September 28, 2026

State income tax saved in 2026 by two owners making the largest first-year contribution their age and income allow: a 52-year-old married S corporation owner who pays herself a $250,000 salary and has $250,000 of profit left over (a contribution of about $223,000), and a 45-year-old single consultant, a sole proprietor with $250,000 of net profit and eight years in business (about $156,000).

Estimated state income tax saved. Standard deduction, no credits, no local tax. Illustrations from the same calculation as the estimate.
StateS corporation, 52Sole proprietor, 45
Oregon$22,100$14,900
California$20,700$14,500
District of Columbia$20,600$13,300
Minnesota$20,100$12,100
Vermont$19,000$11,400
Hawaii$18,400$12,400
Maine$15,900$11,100
Delaware$14,700$10,300
New York$14,700$9,300
New Jersey$14,200Not deductible
Connecticut$13,900$9,400
Rhode Island$13,400$7,700
Virginia$12,800$9,000
Maryland$12,800$8,200
Montana$12,600$8,800
Wisconsin$12,500$8,300
New Mexico$12,500$7,700
Kansas$12,400$8,700
Idaho$11,800$8,300
South Carolina$11,600$8,100
Alabama$11,200$7,800
Massachusetts$11,200Not deductible
Georgia$11,100$7,800
Illinois$11,000$7,700
Missouri$10,500$7,300
West Virginia$10,200$7,100
Nebraska$10,100$7,100
Oklahoma$10,000$7,000
Utah$9,900$6,900
Colorado$9,800$6,900
Michigan$9,500$6,600
Mississippi$8,900$6,200
North Carolina$8,900$6,200
Iowa$8,500$5,900
Arkansas$8,300$5,800
Kentucky$7,800$5,500
Pennsylvania$6,800Not deductible
Louisiana$6,700$4,700
Indiana$6,600$4,600
Ohio$6,100$4,300
Arizona$5,600$3,900
North Dakota$5,300$3,000
AlaskaNo income taxNo income tax
FloridaNo income taxNo income tax
NevadaNo income taxNo income tax
New HampshireNo income taxNo income tax
South DakotaNo income taxNo income tax
TennesseeNo income taxNo income tax
TexasNo income taxNo income tax
WashingtonNo income taxNo income tax
WyomingNo income taxNo income tax

Pennsylvania, New Jersey and Massachusetts do not follow the federal deduction for a self-employed owner's contributions. See states that tax retirement contributions. Local income taxes, such as New York City's, are left out, so residents of those places save more than shown.

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