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Detailed Single Year Tables |
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Description of Proposed Provision:
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Financial Estimates for the OASDI Trust Fund Program |
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Proposal |
Change from Present Law |
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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 | |||||||
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Calendar year |
Cost rate |
Income rate |
Annual balance |
Cost rate |
Income rate |
Annual balance |
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| 2013 | 13.95 | 12.69 | -1.26 | 330 | 0.00 | 0.00 | 0.00 | ||
| 2014 | 14.04 | 12.83 | -1.20 | 315 | 0.00 | 0.00 | 0.00 | ||
| 2015 | 13.97 | 12.86 | -1.10 | 301 | 0.00 | 0.00 | 0.00 | ||
| 2016 | 13.91 | 12.88 | -1.03 | 286 | 0.00 | 0.00 | 0.00 | ||
| 2017 | 13.88 | 12.90 | -0.98 | 271 | 0.00 | 0.00 | 0.00 | ||
| 2018 | 13.91 | 12.93 | -0.98 | 258 | 0.00 | 0.00 | 0.00 | ||
| 2019 | 14.06 | 12.95 | -1.11 | 246 | 0.00 | 0.00 | 0.00 | ||
| 2020 | 14.26 | 12.97 | -1.29 | 234 | 0.00 | 0.00 | 0.00 | ||
| 2021 | 14.44 | 12.99 | -1.45 | 221 | 0.00 | 0.00 | 0.00 | ||
| 2022 | 14.70 | 13.03 | -1.68 | 209 | 0.00 | 0.00 | 0.00 | ||
| 2023 | 14.97 | 13.04 | -1.93 | 195 | 0.00 | 0.00 | 0.00 | ||
| 2024 | 15.23 | 13.06 | -2.17 | 182 | 0.00 | 0.00 | 0.00 | ||
| 2025 | 15.48 | 13.07 | -2.40 | 167 | 0.00 | 0.00 | 0.00 | ||
| 2026 | 15.71 | 13.08 | -2.62 | 153 | 0.00 | 0.00 | 0.00 | ||
| 2027 | 15.93 | 13.10 | -2.83 | 137 | 0.00 | 0.00 | 0.00 | ||
| 2028 | 16.14 | 13.11 | -3.03 | 121 | 0.00 | 0.00 | 0.00 | ||
| 2029 | 16.33 | 13.12 | -3.20 | 104 | 0.00 | 0.00 | 0.00 | ||
| 2030 | 16.49 | 13.13 | -3.36 | 87 | 0.00 | 0.00 | 0.00 | ||
| 2031 | 16.63 | 13.14 | -3.49 | 68 | 0.00 | 0.00 | 0.00 | ||
| 2032 | 16.75 | 13.15 | -3.60 | 48 | 0.00 | 0.00 | 0.00 | ||
| 2033 | 16.86 | 13.16 | -3.70 | 28 | 0.00 | 0.00 | 0.00 | ||
| 2034 | 16.93 | 13.16 | -3.77 | 7 | 0.00 | 0.00 | 0.00 | ||
| 2035 | 16.98 | 13.16 | -3.82 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2036 | 17.01 | 13.17 | -3.84 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2037 | 17.02 | 13.17 | -3.85 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2038 | 17.02 | 13.17 | -3.85 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2039 | 16.99 | 13.17 | -3.82 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2040 | 16.96 | 13.17 | -3.79 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2041 | 16.93 | 13.17 | -3.76 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2042 | 16.89 | 13.17 | -3.72 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2043 | 16.86 | 13.17 | -3.69 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2044 | 16.84 | 13.17 | -3.67 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2045 | 16.83 | 13.17 | -3.66 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2046 | 16.82 | 13.17 | -3.65 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2047 | 16.81 | 13.17 | -3.64 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2048 | 16.79 | 13.17 | -3.62 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2049 | 16.78 | 13.17 | -3.61 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2050 | 16.78 | 13.17 | -3.61 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2051 | 16.79 | 13.17 | -3.62 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2052 | 16.81 | 13.17 | -3.64 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2053 | 16.84 | 13.18 | -3.66 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2054 | 16.87 | 13.18 | -3.69 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2055 | 16.91 | 13.18 | -3.73 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2056 | 16.96 | 13.18 | -3.77 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2057 | 17.00 | 13.19 | -3.82 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2058 | 17.05 | 13.19 | -3.86 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2059 | 17.10 | 13.19 | -3.90 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2060 | 17.14 | 13.20 | -3.95 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2061 | 17.18 | 13.20 | -3.99 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2062 | 17.23 | 13.20 | -4.03 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2063 | 17.27 | 13.20 | -4.07 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2064 | 17.31 | 13.21 | -4.11 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2065 | 17.36 | 13.21 | -4.15 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2066 | 17.40 | 13.21 | -4.19 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2067 | 17.45 | 13.21 | -4.24 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2068 | 17.49 | 13.22 | -4.28 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2069 | 17.54 | 13.22 | -4.32 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2070 | 17.58 | 13.22 | -4.36 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2071 | 17.62 | 13.22 | -4.40 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2072 | 17.66 | 13.23 | -4.43 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2073 | 17.68 | 13.23 | -4.45 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2074 | 17.70 | 13.23 | -4.48 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2075 | 17.72 | 13.23 | -4.49 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2076 | 17.73 | 13.23 | -4.50 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2077 | 17.74 | 13.23 | -4.51 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2078 | 17.74 | 13.23 | -4.51 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2079 | 17.75 | 13.23 | -4.52 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2080 | 17.76 | 13.23 | -4.53 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2081 | 17.78 | 13.23 | -4.54 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2082 | 17.80 | 13.23 | -4.57 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2083 | 17.83 | 13.24 | -4.60 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2084 | 17.87 | 13.24 | -4.63 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2085 | 17.91 | 13.24 | -4.67 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2086 | 17.96 | 13.24 | -4.72 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2087 | 18.01 | 13.25 | -4.77 | ---- | 0.00 | 0.00 | 0.00 | ||
| 2088 | 18.07 | 13.25 | -4.82 | ---- | 0.00 | 0.00 | 0.00 | ||
Summarized Estimates |
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Proposal |
Change from Present Law |
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| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
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| Based on Intermediate Assumptions of the 2013 Trustees Report. | |||||||||
| 2013-2087 | 16.37% | 14.04% | -2.33% | 2034 | -0.23% | 0.16% | 0.38% | ||
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| 1 Under present law, the year of Trust
Fund reserve depletion is 2033. |
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