Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2013-2027), 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.
OASDI Cost Rates and Income Rates
(as a percentage of taxable payroll)
| |
Income Rates |
Cost Rates |
| Year |
Present Law |
Provision |
Present Law |
Provision |
| 2012 | 12.9 | 12.9 | 13.8 | 13.8 |
| 2013 | 12.8 | 12.8 | 14.0 | 14.0 |
| 2014 | 12.9 | 12.9 | 14.0 | 14.0 |
| 2015 | 13.0 | 13.0 | 14.0 | 14.0 |
| 2016 | 13.0 | 13.0 | 13.9 | 13.9 |
| 2017 | 13.0 | 13.0 | 13.9 | 13.9 |
| 2018 | 13.0 | 13.0 | 14.0 | 14.0 |
| 2019 | 13.1 | 13.1 | 14.1 | 14.1 |
| 2020 | 13.1 | 13.1 | 14.4 | 14.4 |
| 2021 | 13.1 | 13.1 | 14.7 | 14.7 |
| 2022 | 13.1 | 13.1 | 15.0 | 15.0 |
| 2023 | 13.1 | 13.1 | 15.3 | 15.3 |
| 2024 | 13.2 | 13.2 | 15.6 | 15.6 |
| 2025 | 13.2 | 13.2 | 15.9 | 15.9 |
| 2026 | 13.2 | 13.2 | 16.2 | 16.2 |
| 2027 | 13.2 | 13.2 | 16.4 | 16.4 |
| 2028 | 13.2 | 13.2 | 16.6 | 16.6 |
| 2029 | 13.2 | 13.2 | 16.8 | 16.8 |
| 2030 | 13.2 | 13.2 | 17.0 | 17.0 |
| 2031 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2032 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2033 | 13.3 | 13.3 | 17.3 | 17.3 |
| 2034 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2035 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2036 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2037 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2038 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2039 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2040 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2041 | 13.3 | 13.3 | 17.3 | 17.3 |
| 2042 | 13.3 | 13.3 | 17.3 | 17.3 |
| 2043 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2044 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2045 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2046 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2047 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2048 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2049 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2050 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2051 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2052 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2053 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2054 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2055 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2056 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2057 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2058 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2059 | 13.3 | 13.3 | 17.1 | 17.1 |
| 2060 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2061 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2062 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2063 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2064 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2065 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2066 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2067 | 13.3 | 13.3 | 17.2 | 17.2 |
| 2068 | 13.3 | 13.3 | 17.3 | 17.3 |
| 2069 | 13.3 | 13.3 | 17.3 | 17.3 |
| 2070 | 13.3 | 13.3 | 17.3 | 17.3 |
| 2071 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2072 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2073 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2074 | 13.3 | 13.3 | 17.4 | 17.4 |
| 2075 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2076 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2077 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2078 | 13.3 | 13.3 | 17.5 | 17.5 |
| 2079 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2080 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2081 | 13.3 | 13.3 | 17.6 | 17.6 |
| 2082 | 13.3 | 13.3 | 17.7 | 17.7 |
| 2083 | 13.3 | 13.3 | 17.7 | 17.7 |
| 2084 | 13.3 | 13.3 | 17.8 | 17.8 |
| 2085 | 13.3 | 13.3 | 17.8 | 17.8 |
| 2086 | 13.3 | 13.3 | 17.8 | 17.8 |
| 2087 | 13.3 | 13.3 | 17.9 | 17.9 |
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