Proposed Provision: 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
OASDI Cost Rates and Income Rates
(as a percentage of taxable payroll)
| |
Income Rates |
Cost Rates |
| Year |
Present Law |
Provision |
Present Law |
Provision |
| 2005 | 12.7 | 12.7 | 11.1 | 11.1 |
| 2006 | 12.7 | 12.7 | 11.0 | 11.0 |
| 2007 | 12.7 | 12.7 | 10.9 | 10.9 |
| 2008 | 12.8 | 12.8 | 11.0 | 11.0 |
| 2009 | 12.8 | 12.8 | 11.1 | 11.1 |
| 2010 | 12.8 | 12.8 | 11.3 | 11.3 |
| 2011 | 12.8 | 12.8 | 11.4 | 11.4 |
| 2012 | 12.9 | 12.9 | 11.7 | 11.7 |
| 2013 | 12.9 | 12.9 | 11.9 | 11.9 |
| 2014 | 12.9 | 12.9 | 12.2 | 12.2 |
| 2015 | 12.9 | 12.9 | 12.5 | 12.5 |
| 2016 | 13.0 | 13.0 | 12.8 | 12.8 |
| 2017 | 13.0 | 13.0 | 13.1 | 13.1 |
| 2018 | 13.0 | 13.0 | 13.4 | 13.4 |
| 2019 | 13.0 | 13.0 | 13.7 | 13.7 |
| 2020 | 13.0 | 13.0 | 14.0 | 14.0 |
| 2021 | 13.1 | 13.1 | 14.3 | 14.3 |
| 2022 | 13.1 | 13.1 | 14.7 | 14.7 |
| 2023 | 13.1 | 13.1 | 15.0 | 15.0 |
| 2024 | 13.1 | 13.1 | 15.3 | 15.3 |
| 2025 | 13.1 | 13.1 | 15.5 | 15.5 |
| 2026 | 13.1 | 13.1 | 15.8 | 15.8 |
| 2027 | 13.2 | 13.2 | 16.1 | 16.1 |
| 2028 | 13.2 | 13.2 | 16.3 | 16.3 |
| 2029 | 13.2 | 13.2 | 16.5 | 16.5 |
| 2030 | 13.2 | 13.2 | 16.7 | 16.7 |
| 2031 | 13.2 | 13.2 | 16.9 | 16.9 |
| 2032 | 13.2 | 13.2 | 17.1 | 17.1 |
| 2033 | 13.2 | 13.2 | 17.2 | 17.2 |
| 2034 | 13.2 | 13.2 | 17.3 | 17.3 |
| 2035 | 13.2 | 13.2 | 17.4 | 17.4 |
| 2036 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2037 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2038 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2039 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2040 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2041 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2042 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2043 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2044 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2045 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2046 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2047 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2048 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2049 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2050 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2051 | 13.3 | 13.3 | 17.7 | 17.7 |
| 2052 | 13.3 | 13.3 | 17.7 | 17.7 |
| 2053 | 13.3 | 13.3 | 17.8 | 17.8 |
| 2054 | 13.3 | 13.3 | 17.8 | 17.8 |
| 2055 | 13.3 | 13.3 | 17.8 | 17.8 |
| 2056 | 13.3 | 13.3 | 17.9 | 17.9 |
| 2057 | 13.3 | 13.3 | 17.9 | 17.9 |
| 2058 | 13.3 | 13.3 | 18.0 | 18.0 |
| 2059 | 13.3 | 13.3 | 18.1 | 18.1 |
| 2060 | 13.3 | 13.3 | 18.1 | 18.1 |
| 2061 | 13.3 | 13.3 | 18.2 | 18.2 |
| 2062 | 13.3 | 13.3 | 18.2 | 18.2 |
| 2063 | 13.3 | 13.3 | 18.3 | 18.3 |
| 2064 | 13.3 | 13.3 | 18.3 | 18.3 |
| 2065 | 13.3 | 13.3 | 18.4 | 18.4 |
| 2066 | 13.3 | 13.3 | 18.5 | 18.5 |
| 2067 | 13.3 | 13.3 | 18.5 | 18.5 |
| 2068 | 13.3 | 13.3 | 18.6 | 18.6 |
| 2069 | 13.3 | 13.3 | 18.6 | 18.6 |
| 2070 | 13.4 | 13.4 | 18.7 | 18.7 |
| 2071 | 13.4 | 13.4 | 18.7 | 18.7 |
| 2072 | 13.4 | 13.4 | 18.8 | 18.8 |
| 2073 | 13.4 | 13.4 | 18.8 | 18.8 |
| 2074 | 13.4 | 13.4 | 18.9 | 18.9 |
| 2075 | 13.4 | 13.4 | 18.9 | 18.9 |
| 2076 | 13.4 | 13.4 | 18.9 | 18.9 |
| 2077 | 13.4 | 13.4 | 19.0 | 19.0 |
| 2078 | 13.4 | 13.4 | 19.0 | 19.0 |
| 2079 | 13.4 | 13.4 | 19.1 | 19.1 |
| 2080 | 13.4 | 13.4 | 19.1 | 19.1 |
| 2081 | 13.4 | 13.4 | 19.2 | 19.2 |
| 2082 | 13.4 | 13.4 | 19.2 | 19.2 |
| 2083 | 13.4 | 13.4 | 19.3 | 19.3 |
| 2084 | 13.4 | 13.4 | 19.3 | 19.3 |
| 2085 | 13.4 | 13.4 | 19.4 | 19.4 |
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