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:
Tax Social Security benefits in a manner similar to private pension income beginning in 2009. Phase out the lower-income thresholds during 2009-2028.

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
 
200811.2012.771.57 359
200911.2612.881.62 369
201011.3712.921.55 379
201111.5312.961.43 388
201211.7613.021.26 394
201312.0313.081.05 398
201412.3213.120.81 400
201512.6113.170.56 400
201612.9213.230.30 398
201713.2413.270.04 395
201813.5313.32-0.22 391
201913.8313.36-0.47 385
202014.1313.40-0.74 378
202114.4213.43-0.99 370
202214.6813.46-1.23 362
202314.9513.48-1.47 352
202415.1913.50-1.69 342
202515.4313.52-1.92 330
202615.6513.53-2.12 318
202715.8613.54-2.32 305
202816.0613.55-2.52 291
202916.2513.55-2.69 277
203016.4113.55-2.85 262
203116.5413.55-2.99 246
203216.6613.55-3.10 230
203316.7413.55-3.19 213
203416.8013.55-3.25 197
203516.8413.54-3.30 180
203616.8713.53-3.33 162
203716.8813.53-3.35 145
203816.8713.52-3.35 127
203916.8513.51-3.34 109
204016.8113.50-3.31 91
204116.7813.49-3.28 73
204216.7413.48-3.25 55
204316.7013.48-3.22 37
204416.6613.47-3.19 18
204516.6213.46-3.16 ----
204616.5913.46-3.14 ----
204716.5713.45-3.12 ----
204816.5513.44-3.10 ----
204916.5313.44-3.09 ----
205016.5213.44-3.08 ----
205116.5213.43-3.09 ----
205216.5213.43-3.09 ----
205316.5313.43-3.10 ----
205416.5513.43-3.12 ----
205516.5713.43-3.14 ----
205616.5913.43-3.16 ----
205716.6113.43-3.19 ----
205816.6413.43-3.21 ----
205916.6613.43-3.24 ----
206016.6913.43-3.26 ----
206116.7113.43-3.29 ----
206216.7413.43-3.31 ----
206316.7713.43-3.34 ----
206416.7913.43-3.36 ----
206516.8213.43-3.39 ----
206616.8513.43-3.42 ----
206716.8813.43-3.45 ----
206816.9213.43-3.48 ----
206916.9513.43-3.52 ----
207016.9913.43-3.55 ----
207117.0313.44-3.59 ----
207217.0613.44-3.63 ----
207317.1013.44-3.66 ----
207417.1413.44-3.70 ----
207517.1813.44-3.74 ----
207617.2313.44-3.78 ----
207717.2713.45-3.82 ----
207817.3113.45-3.86 ----
207917.3613.45-3.91 ----
208017.4013.45-3.95 ----
208117.4513.46-3.99 ----
208217.5013.46-4.04 ----
208317.5413.46-4.08 ----
208417.5913.46-4.12 ----
208517.6313.47-4.17 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2008 Trustees Report
2008-2082 15.63% 14.18% -1.46%
0.24%

 Link to USA.gov: U.S. Government portal Privacy Policy  | Website Policies & Other Important Information  | Site Map
Last reviewed or modified August 11, 2008