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Summary of Provisions That Would Change the Social Security Program

Description of Proposed Provisions:
Provisions Affecting Trust Fund Investment in Equities

Estimates based on the intermediate assumptions of the 2005 Trustees Report

  Change from present law Results with this provision
Long-range
actuarial
balance
Annual
balance in
75th year
Long-range
actuarial
balance
Annual
balance in
75th year
Present Law, Alternative II.
-1.92 -5.70
G1 Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 6.5 percent real rate of return on equities.
graph | table | pdf-graph | pdf-table
0.88 0.00 -1.04 -5.70
G2 Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 5.5 percent real rate of return on equities.
graph | table | pdf-graph | pdf-table
0.64 0.00 -1.29 -5.70
G3 Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 3 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds.
graph | table | pdf-graph | pdf-table
0.00 0.00 -1.92 -5.70
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Last reviewed or modified Tuesday Dec 11, 2007