Detailed Single Year Tables
Description of Proposed Provision:
D6: For spouses and children of retired and disabled workers becoming newly eligible beginning in 2032 and phased in for 2032 through 2041, limit their auxiliary benefit to one-half of the PIA for a hypothetical worker with earnings equal to the national average wage index (AWI) each year.
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 |
|||
| 2025 | 15.15 | 12.80 | -2.35 | 169 | 0.00 | 0.00 | 0.00 | ||
| 2026 | 15.29 | 13.03 | -2.25 | 149 | 0.00 | 0.00 | 0.00 | ||
| 2027 | 15.48 | 13.08 | -2.39 | 131 | 0.00 | 0.00 | 0.00 | ||
| 2028 | 15.59 | 13.11 | -2.48 | 113 | 0.00 | 0.00 | 0.00 | ||
| 2029 | 15.69 | 13.14 | -2.55 | 95 | 0.00 | 0.00 | 0.00 | ||
| 2030 | 15.80 | 13.16 | -2.64 | 78 | 0.00 | 0.00 | 0.00 | ||
| 2031 | 15.91 | 13.18 | -2.73 | 60 | 0.00 | 0.00 | 0.00 | ||
| 2032 | 16.00 | 13.20 | -2.80 | 43 | -0.00 | -0.00 | 0.00 | ||
| 2033 | 16.07 | 13.24 | -2.83 | 26 | -0.00 | -0.00 | 0.00 | ||
| 2034 | 16.14 | 13.27 | -2.88 | 9 | -0.00 | -0.00 | 0.00 | ||
| 2035 | 16.23 | 13.28 | -2.95 | — | -0.00 | -0.00 | 0.00 | ||
| 2036 | 16.32 | 13.29 | -3.04 | — | -0.00 | -0.00 | 0.00 | ||
| 2037 | 16.41 | 13.29 | -3.12 | — | -0.00 | -0.00 | 0.00 | ||
| 2038 | 16.48 | 13.30 | -3.18 | — | -0.00 | -0.00 | 0.00 | ||
| 2039 | 16.55 | 13.31 | -3.24 | — | -0.01 | -0.00 | 0.01 | ||
| 2040 | 16.59 | 13.31 | -3.28 | — | -0.01 | -0.00 | 0.01 | ||
| 2041 | 16.63 | 13.32 | -3.31 | — | -0.01 | -0.00 | 0.01 | ||
| 2042 | 16.66 | 13.32 | -3.34 | — | -0.02 | -0.00 | 0.02 | ||
| 2043 | 16.69 | 13.33 | -3.36 | — | -0.02 | -0.00 | 0.02 | ||
| 2044 | 16.72 | 13.33 | -3.39 | — | -0.03 | -0.00 | 0.03 | ||
| 2045 | 16.74 | 13.33 | -3.41 | — | -0.03 | -0.00 | 0.03 | ||
| 2046 | 16.76 | 13.34 | -3.43 | — | -0.04 | -0.00 | 0.04 | ||
| 2047 | 16.79 | 13.34 | -3.45 | — | -0.04 | -0.00 | 0.04 | ||
| 2048 | 16.83 | 13.34 | -3.48 | — | -0.05 | -0.00 | 0.05 | ||
| 2049 | 16.87 | 13.35 | -3.52 | — | -0.06 | -0.00 | 0.05 | ||
| 2050 | 16.91 | 13.35 | -3.56 | — | -0.06 | -0.00 | 0.06 | ||
| 2051 | 16.96 | 13.36 | -3.60 | — | -0.07 | -0.00 | 0.06 | ||
| 2052 | 17.01 | 13.36 | -3.65 | — | -0.07 | -0.00 | 0.07 | ||
| 2053 | 17.07 | 13.37 | -3.70 | — | -0.07 | -0.00 | 0.07 | ||
| 2054 | 17.14 | 13.37 | -3.77 | — | -0.08 | -0.00 | 0.07 | ||
| 2055 | 17.22 | 13.38 | -3.84 | — | -0.08 | -0.01 | 0.08 | ||
| 2056 | 17.30 | 13.39 | -3.91 | — | -0.09 | -0.01 | 0.08 | ||
| 2057 | 17.39 | 13.40 | -3.99 | — | -0.09 | -0.01 | 0.08 | ||
| 2058 | 17.48 | 13.40 | -4.08 | — | -0.09 | -0.01 | 0.09 | ||
| 2059 | 17.57 | 13.41 | -4.16 | — | -0.09 | -0.01 | 0.09 | ||
| 2060 | 17.65 | 13.42 | -4.23 | — | -0.10 | -0.01 | 0.09 | ||
| 2061 | 17.72 | 13.42 | -4.30 | — | -0.10 | -0.01 | 0.09 | ||
| 2062 | 17.79 | 13.43 | -4.36 | — | -0.10 | -0.01 | 0.09 | ||
| 2063 | 17.86 | 13.44 | -4.43 | — | -0.10 | -0.01 | 0.09 | ||
| 2064 | 17.93 | 13.44 | -4.49 | — | -0.10 | -0.01 | 0.09 | ||
| 2065 | 18.00 | 13.45 | -4.55 | — | -0.10 | -0.01 | 0.09 | ||
| 2066 | 18.07 | 13.45 | -4.61 | — | -0.10 | -0.01 | 0.09 | ||
| 2067 | 18.14 | 13.46 | -4.68 | — | -0.10 | -0.01 | 0.09 | ||
| 2068 | 18.21 | 13.47 | -4.74 | — | -0.10 | -0.01 | 0.09 | ||
| 2069 | 18.28 | 13.47 | -4.81 | — | -0.10 | -0.01 | 0.09 | ||
| 2070 | 18.35 | 13.48 | -4.88 | — | -0.10 | -0.01 | 0.10 | ||
| 2071 | 18.43 | 13.48 | -4.94 | — | -0.10 | -0.01 | 0.10 | ||
| 2072 | 18.50 | 13.49 | -5.01 | — | -0.10 | -0.01 | 0.10 | ||
| 2073 | 18.57 | 13.49 | -5.08 | — | -0.10 | -0.01 | 0.10 | ||
| 2074 | 18.64 | 13.50 | -5.14 | — | -0.10 | -0.01 | 0.10 | ||
| 2075 | 18.70 | 13.51 | -5.19 | — | -0.10 | -0.01 | 0.10 | ||
| 2076 | 18.75 | 13.51 | -5.24 | — | -0.10 | -0.01 | 0.10 | ||
| 2077 | 18.79 | 13.51 | -5.28 | — | -0.10 | -0.01 | 0.10 | ||
| 2078 | 18.82 | 13.52 | -5.31 | — | -0.10 | -0.01 | 0.10 | ||
| 2079 | 18.84 | 13.52 | -5.32 | — | -0.10 | -0.01 | 0.10 | ||
| 2080 | 18.85 | 13.52 | -5.33 | — | -0.10 | -0.01 | 0.10 | ||
| 2081 | 18.85 | 13.52 | -5.33 | — | -0.10 | -0.01 | 0.10 | ||
| 2082 | 18.85 | 13.52 | -5.32 | — | -0.10 | -0.01 | 0.10 | ||
| 2083 | 18.83 | 13.52 | -5.31 | — | -0.10 | -0.01 | 0.10 | ||
| 2084 | 18.80 | 13.52 | -5.28 | — | -0.10 | -0.01 | 0.10 | ||
| 2085 | 18.77 | 13.52 | -5.25 | — | -0.10 | -0.01 | 0.10 | ||
| 2086 | 18.72 | 13.52 | -5.20 | — | -0.10 | -0.01 | 0.10 | ||
| 2087 | 18.66 | 13.51 | -5.15 | — | -0.10 | -0.01 | 0.10 | ||
| 2088 | 18.60 | 13.51 | -5.09 | — | -0.10 | -0.01 | 0.10 | ||
| 2089 | 18.54 | 13.51 | -5.03 | — | -0.10 | -0.01 | 0.10 | ||
| 2090 | 18.48 | 13.50 | -4.97 | — | -0.10 | -0.01 | 0.09 | ||
| 2091 | 18.42 | 13.50 | -4.92 | — | -0.10 | -0.01 | 0.09 | ||
| 2092 | 18.36 | 13.50 | -4.87 | — | -0.10 | -0.01 | 0.09 | ||
| 2093 | 18.32 | 13.49 | -4.83 | — | -0.10 | -0.01 | 0.09 | ||
| 2094 | 18.28 | 13.49 | -4.79 | — | -0.10 | -0.01 | 0.09 | ||
| 2095 | 18.26 | 13.49 | -4.77 | — | -0.10 | -0.01 | 0.09 | ||
| 2096 | 18.24 | 13.49 | -4.75 | — | -0.10 | -0.01 | 0.09 | ||
| 2097 | 18.23 | 13.49 | -4.74 | — | -0.10 | -0.01 | 0.09 | ||
| 2098 | 18.23 | 13.49 | -4.74 | — | -0.10 | -0.01 | 0.09 | ||
| 2099 | 18.24 | 13.49 | -4.75 | — | -0.10 | -0.01 | 0.09 | ||
| 2100 | 18.25 | 13.49 | -4.76 | — | -0.10 | -0.01 | 0.09 | ||
Summarized Estimates
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
| 2025-2099 | 17.55% | 13.78% | -3.76% | 2034 | -0.06% | -0.00% | 0.06% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
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Based on Intermediate Assumptions of the 2025 Trustees Report.