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Detailed Single Year Tables

Description of Proposed Provision:
Starting in 2014, tax Social Security benefits in a manner similar to private pension income. Phase out the lower-income thresholds during 2014-2033.

 

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
201313.9512.69-1.26
330
0.000.000.00
201414.0412.93-1.11
315
0.000.100.10
201513.9712.98-0.99
301
0.000.110.11
201613.9113.02-0.89
287
0.000.140.14
201713.8813.06-0.82
273
0.000.150.15
201813.9113.10-0.81
261
0.000.170.17
201914.0613.14-0.92
249
0.000.190.19
202014.2613.17-1.08
237
0.000.200.20
202114.4413.21-1.23
225
0.000.220.22
202214.7013.26-1.45
212
0.000.230.23
202314.9713.28-1.69
198
0.000.240.24
202415.2313.31-1.92
185
0.000.250.25
202515.4813.33-2.15
170
0.000.260.26
202615.7113.35-2.36
156
0.000.260.26
202715.9313.36-2.56
141
0.000.270.27
202816.1313.38-2.76
125
0.000.270.27
202916.3213.39-2.93
109
0.000.270.27
203016.4913.40-3.09
92
0.000.270.27
203116.6313.41-3.23
74
0.000.260.27
203216.7513.41-3.34
56
0.000.260.26
203316.8613.41-3.44
37
0.000.260.26
203416.9313.41-3.52
17
0.000.250.25
203516.9813.41-3.57
----
0.000.240.25
203617.0113.41-3.60
----
0.000.240.24
203717.0213.40-3.62
----
0.000.230.23
203817.0213.40-3.62
----
0.000.230.23
203916.9913.39-3.60
----
0.000.220.22
204016.9613.38-3.58
----
0.000.210.21
204116.9313.38-3.55
----
0.000.210.21
204216.8913.37-3.52
----
0.000.200.20
204316.8613.37-3.50
----
0.000.200.20
204416.8413.36-3.48
----
0.000.190.19
204516.8313.36-3.47
----
0.000.190.19
204616.8213.35-3.46
----
0.000.190.19
204716.8113.35-3.45
----
0.000.180.18
204816.7913.35-3.44
----
0.000.180.18
204916.7813.35-3.44
----
0.000.180.18
205016.7813.34-3.44
----
0.000.170.17
205116.7913.34-3.45
----
0.000.170.17
205216.8113.34-3.47
----
0.000.170.17
205316.8413.34-3.49
----
0.000.170.17
205416.8713.34-3.53
----
0.000.170.17
205516.9113.34-3.57
----
0.000.160.16
205616.9613.35-3.61
----
0.000.160.16
205717.0013.35-3.66
----
0.000.160.16
205817.0513.35-3.70
----
0.000.160.16
205917.0913.35-3.74
----
0.000.160.16
206017.1413.35-3.79
----
0.000.160.16
206117.1813.35-3.83
----
0.000.160.16
206217.2313.36-3.87
----
0.000.160.16
206317.2713.36-3.91
----
0.000.150.15
206417.3113.36-3.95
----
0.000.150.15
206517.3613.36-4.00
----
0.000.150.15
206617.4013.36-4.04
----
0.000.150.15
206717.4513.36-4.08
----
0.000.150.15
206817.4913.37-4.13
----
0.000.150.15
206917.5413.37-4.17
----
0.000.150.15
207017.5813.37-4.21
----
0.000.150.15
207117.6213.37-4.25
----
0.000.150.15
207217.6613.37-4.28
----
0.000.150.15
207317.6813.38-4.31
----
0.000.150.15
207417.7013.38-4.33
----
0.000.150.15
207517.7213.38-4.34
----
0.000.150.15
207617.7313.38-4.35
----
0.000.150.15
207717.7413.38-4.36
----
0.000.150.15
207817.7413.38-4.36
----
0.000.140.15
207917.7513.38-4.37
----
0.000.140.14
208017.7613.38-4.38
----
0.000.140.14
208117.7813.38-4.40
----
0.000.140.14
208217.8013.38-4.42
----
0.000.140.14
208317.8313.38-4.45
----
0.000.140.14
208417.8713.38-4.49
----
0.000.140.14
208517.9113.38-4.53
----
0.000.140.14
208617.9613.39-4.58
----
0.000.140.14
208718.0113.39-4.62
----
0.000.140.14
208818.0613.39-4.67
----
0.000.140.14



 

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 2013 Trustees Report.
2013-2087 16.60% 14.07% -2.53%
2034
-0.00% 0.19% 0.19%
 
1 Under present law, the year of Trust Fund reserve depletion is 2033.

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Last reviewed or modified September 11, 2013