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Summary of Provisions That Would Change the Social Security Program |
Description of Proposed Provisions:
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Estimates based on the intermediate assumptions of the 2012 Trustees Report
Printer-friendly Version (PDF) |
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. |
  |   | -2.67 | -4.50 | |
G1 |
Invest 40 percent of the Trust Funds in equities (phased in 2013-2027),
assuming an ultimate 6.4 percent real rate of return on equities.
graph | table | pdf-graph | pdf-table | memo (Social Security Advisory Board) |
0.59 | 0.00 | -2.08 | -4.50 | |
G2 |
Invest 40 percent of the Trust Funds in equities (phased in 2013-2027),
assuming an ultimate 5.4 percent real rate of return on equities.
graph | table | pdf-graph | pdf-table | memo (Social Security Advisory Board) |
0.43 | 0.00 | -2.24 | -4.50 | |
G3 |
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.
graph | table | pdf-graph | pdf-table | memo (Social Security Advisory Board) |
0.00 | 0.00 | -2.27 | -4.50 | |
G4 |
Invest 15 percent of the Trust Fund in equities (phased in 2013-2022),
assuming an ultimate 6.4 percent annual real rate of return on equities.
graph | table | pdf-graph | pdf-table | memo (AARP) |
0.24 | 0.00 | -2.42 | -4.50 | |
G5 |
Invest 15 percent of the Trust Funds in equities (phased in 2013-2022),
assuming an ultimate 2.9 percent annual real rate of return on equities.
Thus, the ultimate rate of return on equities is the same as that assumed
for Trust Fund bonds.
graph | table | pdf-graph | pdf-table | memo (AARP) |
0.00 | 0.00 | -2.67 | -4.50 |
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