Detailed Single Year Tables
Description of Proposed Provision:
D5: Limit the spousal benefit to that received by the spouse of the 75th percentile career-average worker, beginning with retired workers newly eligible in 2033. For future cohorts, this limit would be indexed for inflation annually using chain weighted CPI-U. The provision affects divorced spouses and young spouses (retired workers) but not spouses of disabled workers.
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 |
|||
| 2026 | 15.37 | 12.91 | -2.45 | 151 | 0.00 | 0.00 | 0.00 | ||
| 2027 | 15.62 | 12.85 | -2.77 | 131 | 0.00 | 0.00 | 0.00 | ||
| 2028 | 15.70 | 13.01 | -2.69 | 111 | 0.00 | 0.00 | 0.00 | ||
| 2029 | 15.74 | 13.06 | -2.68 | 92 | 0.00 | 0.00 | 0.00 | ||
| 2030 | 15.74 | 13.07 | -2.67 | 74 | 0.00 | 0.00 | 0.00 | ||
| 2031 | 15.72 | 13.09 | -2.64 | 57 | 0.00 | 0.00 | 0.00 | ||
| 2032 | 15.72 | 13.09 | -2.63 | 40 | 0.00 | 0.00 | 0.00 | ||
| 2033 | 15.72 | 13.13 | -2.59 | 23 | -0.00 | -0.00 | 0.00 | ||
| 2034 | 15.74 | 13.14 | -2.60 | 7 | -0.00 | -0.00 | 0.00 | ||
| 2035 | 15.77 | 13.16 | -2.61 | — | -0.00 | -0.00 | 0.00 | ||
| 2036 | 15.85 | 13.17 | -2.68 | — | -0.00 | -0.00 | 0.00 | ||
| 2037 | 15.95 | 13.18 | -2.77 | — | -0.00 | -0.00 | 0.00 | ||
| 2038 | 16.04 | 13.19 | -2.85 | — | -0.00 | -0.00 | 0.00 | ||
| 2039 | 16.12 | 13.19 | -2.93 | — | -0.01 | -0.00 | 0.01 | ||
| 2040 | 16.19 | 13.20 | -2.99 | — | -0.01 | -0.00 | 0.01 | ||
| 2041 | 16.26 | 13.20 | -3.05 | — | -0.02 | -0.00 | 0.02 | ||
| 2042 | 16.32 | 13.21 | -3.11 | — | -0.02 | -0.00 | 0.02 | ||
| 2043 | 16.39 | 13.21 | -3.17 | — | -0.03 | -0.00 | 0.03 | ||
| 2044 | 16.46 | 13.22 | -3.24 | — | -0.03 | -0.00 | 0.03 | ||
| 2045 | 16.54 | 13.22 | -3.32 | — | -0.04 | -0.00 | 0.04 | ||
| 2046 | 16.59 | 13.22 | -3.37 | — | -0.04 | -0.00 | 0.04 | ||
| 2047 | 16.65 | 13.23 | -3.42 | — | -0.05 | -0.00 | 0.05 | ||
| 2048 | 16.72 | 13.23 | -3.48 | — | -0.05 | -0.00 | 0.05 | ||
| 2049 | 16.79 | 13.24 | -3.55 | — | -0.06 | -0.00 | 0.06 | ||
| 2050 | 16.87 | 13.24 | -3.62 | — | -0.06 | -0.00 | 0.06 | ||
| 2051 | 16.95 | 13.25 | -3.70 | — | -0.07 | -0.00 | 0.06 | ||
| 2052 | 17.05 | 13.26 | -3.80 | — | -0.07 | -0.00 | 0.07 | ||
| 2053 | 17.16 | 13.26 | -3.90 | — | -0.08 | -0.00 | 0.07 | ||
| 2054 | 17.27 | 13.27 | -4.00 | — | -0.09 | -0.00 | 0.08 | ||
| 2055 | 17.39 | 13.28 | -4.11 | — | -0.09 | -0.01 | 0.09 | ||
| 2056 | 17.51 | 13.28 | -4.23 | — | -0.10 | -0.01 | 0.09 | ||
| 2057 | 17.64 | 13.29 | -4.35 | — | -0.10 | -0.01 | 0.10 | ||
| 2058 | 17.78 | 13.30 | -4.47 | — | -0.10 | -0.01 | 0.10 | ||
| 2059 | 17.91 | 13.31 | -4.60 | — | -0.11 | -0.01 | 0.10 | ||
| 2060 | 18.04 | 13.32 | -4.72 | — | -0.11 | -0.01 | 0.10 | ||
| 2061 | 18.16 | 13.33 | -4.83 | — | -0.11 | -0.01 | 0.11 | ||
| 2062 | 18.28 | 13.33 | -4.94 | — | -0.12 | -0.01 | 0.11 | ||
| 2063 | 18.39 | 13.34 | -5.05 | — | -0.12 | -0.01 | 0.12 | ||
| 2064 | 18.50 | 13.35 | -5.15 | — | -0.13 | -0.01 | 0.12 | ||
| 2065 | 18.61 | 13.35 | -5.26 | — | -0.13 | -0.01 | 0.13 | ||
| 2066 | 18.72 | 13.36 | -5.36 | — | -0.14 | -0.01 | 0.13 | ||
| 2067 | 18.83 | 13.37 | -5.47 | — | -0.14 | -0.01 | 0.13 | ||
| 2068 | 18.95 | 13.38 | -5.57 | — | -0.14 | -0.01 | 0.13 | ||
| 2069 | 19.06 | 13.38 | -5.68 | — | -0.14 | -0.01 | 0.13 | ||
| 2070 | 19.18 | 13.39 | -5.79 | — | -0.14 | -0.01 | 0.13 | ||
| 2071 | 19.30 | 13.40 | -5.90 | — | -0.14 | -0.01 | 0.14 | ||
| 2072 | 19.56 | 13.41 | -6.15 | — | 0.00 | 0.00 | 0.00 | ||
| 2073 | 19.68 | 13.42 | -6.26 | — | 0.00 | 0.00 | 0.00 | ||
| 2074 | 19.79 | 13.43 | -6.37 | — | 0.00 | 0.00 | 0.00 | ||
| 2075 | 19.90 | 13.44 | -6.46 | — | 0.00 | 0.00 | 0.00 | ||
| 2076 | 20.00 | 13.44 | -6.55 | — | 0.00 | 0.00 | 0.00 | ||
| 2077 | 20.09 | 13.45 | -6.64 | — | 0.00 | 0.00 | 0.00 | ||
| 2078 | 20.16 | 13.45 | -6.71 | — | 0.00 | 0.00 | 0.00 | ||
| 2079 | 20.23 | 13.46 | -6.77 | — | 0.00 | 0.00 | 0.00 | ||
| 2080 | 20.12 | 13.45 | -6.67 | — | -0.17 | -0.01 | 0.16 | ||
| 2081 | 20.17 | 13.46 | -6.72 | — | -0.17 | -0.01 | 0.16 | ||
| 2082 | 20.22 | 13.46 | -6.76 | — | -0.17 | -0.01 | 0.16 | ||
| 2083 | 20.25 | 13.46 | -6.79 | — | -0.17 | -0.01 | 0.16 | ||
| 2084 | 20.27 | 13.46 | -6.81 | — | -0.17 | -0.01 | 0.16 | ||
| 2085 | 20.28 | 13.46 | -6.82 | — | -0.17 | -0.01 | 0.16 | ||
| 2086 | 20.27 | 13.46 | -6.81 | — | -0.18 | -0.01 | 0.17 | ||
| 2087 | 20.26 | 13.46 | -6.79 | — | -0.18 | -0.01 | 0.17 | ||
| 2088 | 20.23 | 13.46 | -6.77 | — | -0.18 | -0.01 | 0.17 | ||
| 2089 | 20.20 | 13.46 | -6.74 | — | -0.18 | -0.01 | 0.17 | ||
| 2090 | 20.17 | 13.46 | -6.71 | — | -0.18 | -0.01 | 0.17 | ||
| 2091 | 20.13 | 13.46 | -6.67 | — | -0.18 | -0.01 | 0.17 | ||
| 2092 | 20.09 | 13.46 | -6.63 | — | -0.18 | -0.01 | 0.17 | ||
| 2093 | 20.05 | 13.45 | -6.59 | — | -0.18 | -0.01 | 0.17 | ||
| 2094 | 20.01 | 13.45 | -6.56 | — | -0.18 | -0.01 | 0.17 | ||
| 2095 | 19.97 | 13.45 | -6.52 | — | -0.18 | -0.01 | 0.17 | ||
| 2096 | 19.93 | 13.45 | -6.48 | — | -0.19 | -0.01 | 0.18 | ||
| 2097 | 19.89 | 13.44 | -6.45 | — | -0.19 | -0.01 | 0.18 | ||
| 2098 | 19.86 | 13.44 | -6.42 | — | -0.19 | -0.01 | 0.18 | ||
| 2099 | 19.84 | 13.44 | -6.40 | — | -0.19 | -0.01 | 0.18 | ||
| 2100 | 19.83 | 13.44 | -6.39 | — | -0.19 | -0.01 | 0.18 | ||
| 2101 | 19.83 | 13.44 | -6.39 | — | -0.19 | -0.01 | 0.18 | ||
Summarized Estimates
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
| 2026-2100 | 18.02% | 13.67% | -4.35% | 2034 | -0.08% | -0.00% | 0.07% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
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Based on Intermediate Assumptions of the 2026 Trustees Report.