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Detailed Single Year Tables

Description of Proposed Provision:
Invest 40 percent of the Trust Funds in equities (phased in 2015-2029), assuming an ultimate 6.4 percent real rate of return on equities.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

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

Cost
rate
Income
rate
Annual
balance
201413.9512.67-1.29
320
0.000.000.00
201513.9712.92-1.05
306
0.000.000.00
201613.9712.89-1.08
292
0.000.000.00
201713.9712.91-1.06
278
0.000.000.00
201814.0212.93-1.08
264
0.000.000.00
201914.1512.95-1.20
251
0.000.000.00
202014.3312.96-1.37
237
0.000.000.00
202114.5012.98-1.52
225
0.000.000.00
202214.7413.01-1.73
211
0.000.000.00
202315.0013.03-1.97
197
0.000.000.00
202415.2813.05-2.22
183
0.000.000.00
202515.5413.07-2.47
168
0.000.000.00
202615.7913.09-2.70
152
0.000.000.00
202716.0313.10-2.92
136
0.000.000.00
202816.2413.12-3.12
120
0.000.000.00
202916.4413.13-3.30
103
0.000.000.00
203016.6013.15-3.46
85
0.000.000.00
203116.7513.16-3.59
66
0.000.000.00
203216.8613.17-3.70
46
0.000.000.00
203316.9513.17-3.78
26
0.000.000.00
203417.0313.18-3.85
4
0.000.000.00
203517.0913.19-3.90
----
0.000.000.00
203617.1313.19-3.93
----
0.000.000.00
203717.1413.19-3.95
----
0.000.000.00
203817.1413.20-3.94
----
0.000.000.00
203917.1213.20-3.92
----
0.000.000.00
204017.0913.20-3.89
----
0.000.000.00
204117.0513.20-3.85
----
0.000.000.00
204217.0113.20-3.82
----
0.000.000.00
204316.9813.20-3.78
----
0.000.000.00
204416.9613.20-3.76
----
0.000.000.00
204516.9413.20-3.74
----
0.000.000.00
204616.9313.20-3.73
----
0.000.000.00
204716.9213.20-3.72
----
0.000.000.00
204816.9013.20-3.70
----
0.000.000.00
204916.8913.20-3.69
----
0.000.000.00
205016.8913.20-3.69
----
0.000.000.00
205116.9013.20-3.69
----
0.000.000.00
205216.9113.20-3.71
----
0.000.000.00
205316.9413.21-3.73
----
0.000.000.00
205416.9713.21-3.76
----
0.000.000.00
205517.0113.21-3.80
----
0.000.000.00
205617.0613.22-3.84
----
0.000.000.00
205717.1113.22-3.89
----
0.000.000.00
205817.1613.22-3.94
----
0.000.000.00
205917.2113.23-3.98
----
0.000.000.00
206017.2613.23-4.03
----
0.000.000.00
206117.3113.23-4.07
----
0.000.000.00
206217.3513.24-4.12
----
0.000.000.00
206317.4013.24-4.16
----
0.000.000.00
206417.4513.24-4.20
----
0.000.000.00
206517.5013.25-4.25
----
0.000.000.00
206617.5513.25-4.30
----
0.000.000.00
206717.6013.25-4.34
----
0.000.000.00
206817.6413.26-4.39
----
0.000.000.00
206917.6913.26-4.43
----
0.000.000.00
207017.7413.26-4.48
----
0.000.000.00
207117.7813.26-4.52
----
0.000.000.00
207217.8213.27-4.55
----
0.000.000.00
207317.8413.27-4.58
----
0.000.000.00
207417.8713.27-4.60
----
0.000.000.00
207517.8813.27-4.61
----
0.000.000.00
207617.8913.27-4.62
----
0.000.000.00
207717.8913.27-4.62
----
0.000.000.00
207817.8913.27-4.62
----
0.000.000.00
207917.9013.27-4.62
----
0.000.000.00
208017.9013.27-4.63
----
0.000.000.00
208117.9113.27-4.64
----
0.000.000.00
208217.9413.27-4.66
----
0.000.000.00
208317.9613.28-4.69
----
0.000.000.00
208418.0013.28-4.72
----
0.000.000.00
208518.0413.28-4.76
----
0.000.000.00
208618.0913.28-4.81
----
0.000.000.00
208718.1413.29-4.85
----
0.000.000.00
208818.1913.29-4.90
----
0.000.000.00
208918.2413.29-4.95
----
0.000.000.00



 

Summarized Estimates

 
  Proposal
  Change from Present 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 2014 Trustees Report.
2014-2088 16.43% 14.14% -2.29%
2034
-0.34% 0.25% 0.59%
 
1 Under present law, the year of Trust Fund reserve depletion is 2033.

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Last reviewed or modified September 18, 2014