Skip to content
Social Security Online
Actuarial Publications
Solvency provisions SSA logo: link to Social Security Online home

Detailed Single Year Tables

Description of Proposed Provision:
A9: For single/head-of-household/married-filing-separate taxpayers with modified adjusted gross income (MAGI) below $87,200 and for joint filers with MAGI below $174,400 for December 2019 ($85,000 and $170,000 multiplied by estimated CPI-U for 2019), use the chain-weighted version of the Consumer Price Index for All Urban Consumers (C-CPI-U) to calculate the cost-of-living adjustment (COLA), beginning with the December 2019 COLA. For those beneficiaries whose MAGI is above these thresholds, provide no COLA. Use prior tax year income data for this determination. Index the eligibility income threshold amounts to the CPI-U after December 2019.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Current Law
  Expressed as a percentage of
current-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
current-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201713.4113.03-0.38
298
0.000.000.00
201813.4912.93-0.56
287
0.000.000.00
201913.7012.95-0.75
273
0.000.000.00
202013.7912.96-0.83
260
-0.070.000.06
202113.8812.99-0.90
248
-0.14-0.010.13
202214.0513.01-1.04
235
-0.21-0.010.20
202314.2713.04-1.23
222
-0.28-0.010.26
202414.4813.07-1.41
208
-0.35-0.020.33
202514.6813.08-1.59
194
-0.42-0.020.40
202614.8813.11-1.77
180
-0.49-0.020.47
202715.0513.12-1.93
165
-0.56-0.030.53
202815.2213.14-2.09
151
-0.63-0.030.60
202915.3713.15-2.22
136
-0.70-0.040.66
203015.5013.16-2.35
122
-0.76-0.040.72
203115.6213.16-2.46
107
-0.83-0.040.78
203215.7213.17-2.55
92
-0.89-0.050.84
203315.8013.18-2.62
77
-0.94-0.050.89
203415.8513.18-2.67
61
-1.00-0.050.95
203515.8813.18-2.69
45
-1.05-0.060.99
203615.8913.19-2.70
29
-1.10-0.061.04
203715.8813.19-2.69
13
-1.14-0.061.08
203815.8413.19-2.65
----
-1.18-0.061.12
203915.7713.18-2.59
----
-1.22-0.071.16
204015.7013.18-2.52
----
-1.26-0.071.19
204115.6213.18-2.45
----
-1.29-0.071.22
204215.5413.17-2.37
----
-1.32-0.071.25
204315.4613.17-2.29
----
-1.35-0.071.27
204415.3913.17-2.22
----
-1.37-0.071.30
204515.3313.16-2.16
----
-1.39-0.071.32
204615.2713.16-2.11
----
-1.41-0.081.34
204715.2113.16-2.06
----
-1.43-0.081.36
204815.1713.16-2.01
----
-1.45-0.081.37
204915.1213.15-1.97
----
-1.47-0.081.39
205015.0813.15-1.93
----
-1.48-0.081.40
205115.0613.15-1.91
----
-1.50-0.081.42
205215.0413.15-1.89
----
-1.51-0.081.43
205315.0413.15-1.89
----
-1.53-0.081.45
205415.0413.15-1.89
----
-1.55-0.081.46
205515.0513.15-1.90
----
-1.57-0.081.48
205615.0713.15-1.92
----
-1.58-0.091.50
205715.0913.16-1.94
----
-1.60-0.091.52
205815.1213.16-1.96
----
-1.62-0.091.54
205915.1413.16-1.98
----
-1.64-0.091.56
206015.1613.16-2.00
----
-1.67-0.091.58
206115.1813.16-2.02
----
-1.69-0.091.60
206215.2113.17-2.04
----
-1.72-0.091.62
206315.2313.17-2.06
----
-1.74-0.091.65
206415.2513.17-2.08
----
-1.77-0.101.67
206515.2713.17-2.10
----
-1.79-0.101.70
206615.3013.17-2.12
----
-1.82-0.101.72
206715.3213.17-2.14
----
-1.85-0.101.75
206815.3413.18-2.17
----
-1.88-0.101.78
206915.3613.18-2.19
----
-1.91-0.101.81
207015.3813.18-2.21
----
-1.94-0.111.84
207115.4013.18-2.22
----
-1.97-0.111.87
207215.4113.18-2.23
----
-2.01-0.111.90
207315.4113.18-2.23
----
-2.04-0.111.93
207415.4113.18-2.23
----
-2.07-0.111.96
207515.4013.18-2.22
----
-2.10-0.111.99
207615.3913.18-2.21
----
-2.13-0.122.01
207715.3613.18-2.18
----
-2.16-0.122.04
207815.3313.18-2.15
----
-2.19-0.122.07
207915.3013.18-2.12
----
-2.22-0.122.10
208015.2613.18-2.09
----
-2.25-0.122.13
208115.2313.17-2.06
----
-2.28-0.122.15
208215.2013.17-2.03
----
-2.30-0.132.18
208315.1813.17-2.01
----
-2.33-0.132.20
208415.1713.17-2.00
----
-2.36-0.132.23
208515.1613.17-2.00
----
-2.39-0.132.26
208615.1713.17-2.00
----
-2.41-0.132.28
208715.1813.17-2.01
----
-2.44-0.132.31
208815.1913.17-2.02
----
-2.47-0.132.33
208915.2013.17-2.03
----
-2.50-0.142.36
209015.2213.17-2.05
----
-2.53-0.142.39
209115.2413.17-2.06
----
-2.56-0.142.42
209215.2513.18-2.08
----
-2.59-0.142.45



 

Summarized Estimates

 
  Proposal
  Change from Current 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 2017 Trustees Report.
2017-2091 15.29% 13.77% -1.52%
2037
-1.38% -0.07% 1.30%
 
1 Under current law, the year of Trust Fund reserve depletion is 2034.

 Link to USA.gov: U.S. Government portal Privacy Policy  | Website Policies & Other Important Information  | Site Map
Last reviewed or modified July 13, 2017