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Detailed Single Year Tables

Updated May 3, 2006  

Description of Proposed Provision:
Tax Social Security benefits in a manner similar to private pension income beginning in 2006. Phase out the lower-income thresholds during 2006-2015.

Estimates based on the intermediate assumptions of the 2005 Trustees Report

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200511.1312.721.59 320
200611.0012.811.81 337
200710.9512.861.91 356
200810.9912.941.96 372
200911.1212.971.85 386
201011.2513.041.79 399
201111.4213.191.77 411
201211.6713.271.60 420
201311.9313.341.41 428
201412.2113.381.17 434
201512.4913.410.93 438
201612.7813.430.65 439
201713.0913.450.36 439
201813.4013.460.07 437
201913.7113.48-0.23 434
202014.0313.49-0.53 429
202114.3413.51-0.83 422
202214.6513.52-1.13 414
202314.9513.53-1.42 404
202415.2513.54-1.70 394
202515.5413.56-1.99 382
202615.8313.57-2.27 369
202716.1013.58-2.52 354
202816.3313.58-2.75 340
202916.5513.59-2.96 324
203016.7413.59-3.15 308
203116.9213.59-3.33 291
203217.0813.59-3.48 274
203317.2013.59-3.61 256
203417.3013.59-3.70 238
203517.3713.59-3.79 220
203617.4313.58-3.85 201
203717.4813.58-3.90 182
203817.5013.57-3.93 162
203917.5113.56-3.95 143
204017.5213.56-3.96 123
204117.5213.55-3.97 102
204217.5313.55-3.98 81
204317.5313.55-3.98 60
204417.5413.55-3.99 38
204517.5513.55-3.99 16
204617.5613.56-4.00 ----
204717.5813.56-4.02 ----
204817.6013.56-4.03 ----
204917.6213.57-4.05 ----
205017.6413.57-4.07 ----
205117.6813.57-4.11 ----
205217.7113.57-4.14 ----
205317.7513.58-4.18 ----
205417.8013.58-4.22 ----
205517.8413.58-4.26 ----
205617.8913.59-4.31 ----
205717.9513.59-4.36 ----
205818.0013.59-4.41 ----
205918.0513.59-4.46 ----
206018.1013.60-4.51 ----
206118.1613.60-4.56 ----
206218.2213.60-4.62 ----
206318.2813.60-4.68 ----
206418.3413.60-4.74 ----
206518.4013.61-4.79 ----
206618.4613.61-4.85 ----
206718.5213.61-4.91 ----
206818.5713.62-4.96 ----
206918.6313.62-5.01 ----
207018.6713.62-5.06 ----
207118.7213.62-5.10 ----
207218.7713.62-5.15 ----
207318.8113.62-5.19 ----
207418.8513.63-5.23 ----
207518.9013.63-5.27 ----
207618.9413.63-5.31 ----
207718.9913.64-5.35 ----
207819.0313.64-5.39 ----
207919.0813.64-5.43 ----
208019.1213.65-5.48 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
2005-2079 15.79% 14.2% -1.59%
0.33%

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