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Detailed Single Year Tables

Description of Proposed Provision:
Invest 40 percent of the Trust Funds in equities (phased in 2015-2029), assuming an ultimate 2.9 percent real rate of return on equities. Thus, the ultimate rate of return on equities is the same as that assumed for Trust Fund bonds.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
present-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201413.9512.67-1.29
320
0.000.000.00
201513.9712.92-1.05
306
0.000.000.00
201613.9712.89-1.08
292
0.000.000.00
201713.9712.91-1.06
277
0.000.000.00
201814.0212.93-1.08
262
0.000.000.00
201914.1512.95-1.20
248
0.000.000.00
202014.3312.96-1.37
233
0.000.000.00
202114.5012.98-1.52
219
0.000.000.00
202214.7413.01-1.73
203
0.000.000.00
202315.0013.03-1.97
187
0.000.000.00
202415.2813.05-2.22
171
0.000.000.00
202515.5413.07-2.47
154
0.000.000.00
202615.7913.09-2.70
137
0.000.000.00
202716.0313.10-2.92
119
0.000.000.00
202816.2413.12-3.12
101
0.000.000.00
202916.4413.13-3.30
83
0.000.000.00
203016.6013.15-3.46
64
0.000.000.00
203116.7513.16-3.59
44
0.000.000.00
203216.8613.17-3.70
23
0.000.000.00
203316.9513.17-3.78
2
0.000.000.00
203417.0313.18-3.85
----
0.000.000.00
203517.0913.19-3.90
----
0.000.000.00
203617.1313.19-3.93
----
0.000.000.00
203717.1413.19-3.95
----
0.000.000.00
203817.1413.20-3.94
----
0.000.000.00
203917.1213.20-3.92
----
0.000.000.00
204017.0913.20-3.89
----
0.000.000.00
204117.0513.20-3.85
----
0.000.000.00
204217.0113.20-3.82
----
0.000.000.00
204316.9813.20-3.78
----
0.000.000.00
204416.9613.20-3.76
----
0.000.000.00
204516.9413.20-3.74
----
0.000.000.00
204616.9313.20-3.73
----
0.000.000.00
204716.9213.20-3.72
----
0.000.000.00
204816.9013.20-3.70
----
0.000.000.00
204916.8913.20-3.69
----
0.000.000.00
205016.8913.20-3.69
----
0.000.000.00
205116.9013.20-3.69
----
0.000.000.00
205216.9113.20-3.71
----
0.000.000.00
205316.9413.21-3.73
----
0.000.000.00
205416.9713.21-3.76
----
0.000.000.00
205517.0113.21-3.80
----
0.000.000.00
205617.0613.22-3.84
----
0.000.000.00
205717.1113.22-3.89
----
0.000.000.00
205817.1613.22-3.94
----
0.000.000.00
205917.2113.23-3.98
----
0.000.000.00
206017.2613.23-4.03
----
0.000.000.00
206117.3113.23-4.07
----
0.000.000.00
206217.3513.24-4.12
----
0.000.000.00
206317.4013.24-4.16
----
0.000.000.00
206417.4513.24-4.20
----
0.000.000.00
206517.5013.25-4.25
----
0.000.000.00
206617.5513.25-4.30
----
0.000.000.00
206717.6013.25-4.34
----
0.000.000.00
206817.6413.26-4.39
----
0.000.000.00
206917.6913.26-4.43
----
0.000.000.00
207017.7413.26-4.48
----
0.000.000.00
207117.7813.26-4.52
----
0.000.000.00
207217.8213.27-4.55
----
0.000.000.00
207317.8413.27-4.58
----
0.000.000.00
207417.8713.27-4.60
----
0.000.000.00
207517.8813.27-4.61
----
0.000.000.00
207617.8913.27-4.62
----
0.000.000.00
207717.8913.27-4.62
----
0.000.000.00
207817.8913.27-4.62
----
0.000.000.00
207917.9013.27-4.62
----
0.000.000.00
208017.9013.27-4.63
----
0.000.000.00
208117.9113.27-4.64
----
0.000.000.00
208217.9413.27-4.66
----
0.000.000.00
208317.9613.28-4.69
----
0.000.000.00
208418.0013.28-4.72
----
0.000.000.00
208518.0413.28-4.76
----
0.000.000.00
208618.0913.28-4.81
----
0.000.000.00
208718.1413.29-4.85
----
0.000.000.00
208818.1913.29-4.90
----
0.000.000.00
208918.2413.29-4.95
----
0.000.000.00



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of reserve
depletion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2014 Trustees Report.
2014-2088 16.77% 13.89% -2.88%
2033
0.00% 0.00% 0.00%
 
1 Under present law, the year of Trust Fund reserve depletion is 2033.

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Last reviewed or modified September 18, 2014