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For Florida Homeowners 62+

What Florida's $250,000 Homestead Amendment Means If You're 62 or Older

A November 2026 ballot measure could lower the cost of staying in your Florida home. How it fits into the real math of aging in place — and what it doesn't change.

Published June 11, 2026 • Smart-N-Loans • Lake Mary, Florida
Kelly Nadeau NMLS #1027618 · Ray Nadeau NMLS #1027617 · Equity Smart Home Loans, CA NMLS #856170 · 321-321-9455

In Plain English

On June 2, 2026, the Florida Legislature placed a constitutional amendment on the November 2026 ballot. If at least 60% of voters approve it, the homestead exemption for non-school property taxes would rise from $50,000 today to $150,000 in 2027 and $250,000 in 2028.

For retirees on fixed incomes, property taxes are one of the largest unavoidable costs of staying in your home. This measure could shrink that cost substantially. Nothing changes until voters approve it, so today's rules apply to every decision you make this year.

Want the full legislative breakdown? Read our complete guide: Florida's $250,000 Homestead Exemption Explained.

Why This Matters More After 62

For a working family, a lower property tax bill is welcome relief. For a retiree on Social Security and savings, it's something bigger: it changes the answer to "can I afford to stay?"

Many Florida homeowners 62+ own substantial equity but live on fixed monthly income. The pressure to leave rarely comes from a mortgage payment — it comes from the carrying costs that never stop: property taxes, homeowners insurance, and maintenance. Reduce the largest controllable line item, and the whole stay-versus-sell calculation shifts toward staying.

The Aging-in-Place Ledger

  • Property taxes (non-school portion)Could drop if approved
  • School district taxesUnchanged — excluded
  • Homeowners & flood insuranceUnchanged — plan separately
  • Maintenance & repairsUnchanged — budget annually
  • Access to your home equityYour largest asset — options exist

The amendment addresses one line of the ledger. A complete aging-in-place plan accounts for all five.

Exemptions You May Already Qualify For — Today

You don't have to wait for November to look at your bill. Florida law already allows counties and cities to grant an additional homestead exemption for homeowners 65 and older who meet limited household income requirements — on top of the standard exemption. Availability and amounts vary by county.

  • Check your current exemptions. Call your county property appraiser (in Seminole County, the Property Appraiser's office in Sanford) and ask about the senior additional homestead exemption.
  • Confirm your homestead status is on file. If you've recently moved or changed how the home is titled, verify the exemption carried over.
  • Look at your Save Our Homes cap. Long-time owners often have assessed values well below market value thanks to the 3% annual cap — which stays in place regardless of the November vote.

If You Have (or Are Considering) a Reverse Mortgage

Here's a connection most coverage of the amendment misses: with a Home Equity Conversion Mortgage (HECM), the homeowner must stay current on property taxes, homeowners insurance, and maintenance to keep the loan in good standing. Those obligations don't go away.

A meaningful property tax reduction would make those ongoing obligations easier to sustain on a fixed income. It strengthens the foundation under any aging-in-place plan that uses home equity — whether that's a HECM line of credit for emergencies, monthly draws to supplement income, or a HECM for Purchase to right-size into a different Florida home.

Two honest cautions:

  • Don't base a loan decision on a ballot measure. The amendment may not pass. Any reverse mortgage decision should make sense under today's tax bills, with potential relief treated as a bonus.
  • School taxes continue either way. Even if the amendment passes in full, your property tax obligation doesn't reach zero — the school portion remains, and it must stay paid.

A HECM is a significant financial decision. It's FHA-insured, available to homeowners 62+ on a primary residence, and requires HUD-approved counseling before you apply — a protection we think is a good thing. You may qualify; an honest conversation will tell you whether it actually fits your plan.

Stay, Sell, or Wait? How the Amendment Fits Each Path

If you're planning to…What the amendment means for you
Stay in your home long-termPotentially the biggest winner. Lower carrying costs compound every year you stay. Build your plan on today's costs; treat relief as upside.
Sell and downsize in FloridaYour next homestead would get the same expanded exemption if approved. Lower carrying costs may also support buyer demand for your current home.
Sell and leave FloridaThe amendment doesn't follow you. Worth weighing: Florida's combination of no state income tax and (potentially) minimal homestead property tax is hard to replicate elsewhere.
Help adult children buy nearbyThe exemption applies to their homestead too if they make Florida their primary residence — a factor in family relocation conversations.

Florida homeowner 62 or older?

Learn how your home equity can fund your retirement without selling or moving.

Start The 5-Step Stay Home Plan — Free →

Questions Florida Seniors Are Asking

If voters approve it in November 2026, the non-school homestead exemption rises to $150,000 in 2027 and $250,000 in 2028. For retirees on fixed incomes, a smaller tax bill lowers the monthly cost of staying in the home — one of the biggest line items in the aging-in-place budget.

Yes. Florida law already allows counties and cities to offer an additional homestead exemption for homeowners 65+ who meet limited-income requirements. Amounts vary by county — ask your county property appraiser what you qualify for today.

Yes. A HECM borrower must stay current on property taxes, insurance, and maintenance to keep the loan in good standing. Lower taxes would make that easier — but the obligation never disappears, and school taxes continue either way.

Plan on current law. Nothing changes unless 60% of voters approve the amendment, and the first increase wouldn't arrive until January 1, 2027. Decisions about staying, selling, or using home equity should make sense under today's rules.

Not entirely. School district taxes are excluded and continue. But for homes valued at or below the exemption amount, the non-school portion could reach zero once fully phased in.

Talk Through What This Means for Your Home

Bring your questions about property taxes, staying put, or using your home equity. Kelly and Ray Nadeau will walk you through your options in plain English — no pressure, no obligation.

Prefer to read first? Get the free Florida Reverse Mortgage Guide.

Talk It Through With a Local HECM-Certified Originator

Kelly and Ray Nadeau help Florida homeowners 62+ understand their options — staying, selling, or using home equity — with straight answers and no pressure.

Call 321-321-9455 Or email [email protected]
This page is for general informational and educational purposes only and reflects the status of HJR 1-F as of June 11, 2026. It is not legal, tax, or financial advice. Not a commitment to lend. All loans subject to credit approval. Consult your county property appraiser, a tax professional, or an attorney regarding your individual situation. HECM (reverse mortgage): available to homeowners age 62+, primary residence only; borrower remains responsible for property taxes, homeowners insurance, and home maintenance; HUD-approved counseling required; FHA-insured. This material is not from HUD or FHA and has not been approved by HUD or any government agency. Kelly Nadeau NMLS #1027618 · Ray Nadeau NMLS #1027617 · Equity Smart Home Loans, CA NMLS #856170. Kelly and Ray Nadeau are licensed Broker Associates, State of Florida. Equal Housing Opportunity. NMLS Consumer Access: nmlsconsumeraccess.org. © 2026 Smart-N-Loans | The Nadeau Team.