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Proposals Affecting Trust Fund Solvency

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Individual changes modifying Social Security

Frequently Asked Questions about Trust Funds

The last 5 Trustees Reports have indicated that Social Security's Old-Age, Survivors, and Disability Insurance (OASDI) Trust Fund reserves would become depleted between 2033 and 2041 under the intermediate set of economic and demographic assumptions provided in each report. If no legislative change is enacted, scheduled tax revenues will be sufficient to pay only about three fourths of the scheduled benefits after trust fund depletion. Policymakers have developed proposals and options that have financial effects on the OASDI Trust Funds. Many of these proposals and options have the intent of addressing the long-range solvency problem.

We have prepared memoranda for many of these proposals and options. Each memorandum provides an actuarial analysis showing the estimated effect on the financial status of the OASDI program.

These memoranda are provided in Portable Document Format (PDF), which we recommend for printing (requires Adobe Acrobat Reader). Some of the memoranda are also available in HTML format.

The memoranda are listed below in chronological order, most recent first. To search the list, use the search forms at left.

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Last reviewed or modified March 4, 2014
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