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Summary of Provisions That Would Change the Social Security Program 
Description of Proposed Provisions:


Estimates based on the intermediate assumptions of the 2016 Trustees Report
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Change from present law [percent of payroll] 
Shortfall eliminated  

Longrange actuarial balance 
Annual balance in 75th year 
Longrange actuarial balance 
Annual balance in 75th year 

Present law shortfall in longrange actuarial balance is 2.66 percent of payroll and in annual balance for the 75th year is 4.35 percent of payroll.  
G1 
Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in
20172031), assuming an ultimate 6.2 percent annual real rate of return
on equities.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.53  0.00  20%  0%  
G2 
Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in
20172031), assuming an ultimate 5.2 percent annual real rate of return
on equities.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.39  0.00  15%  0%  
G3 
Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in
20172031), assuming an ultimate 2.7 percent annual real rate of return
on equities. Thus, the ultimate rate of return on equities is the same as
that assumed for Trust Fund bonds.
graph  table  pdfgraph  pdftable  memo (Social Security Advisory Board) 
0.00  0.00  0%  0%  
G4 
Invest 15 percent of the OASDI Trust Fund reserves in equities (phased in
20172026), assuming an ultimate 6.2 percent annual real rate of return
on equities.
graph  table  pdfgraph  pdftable  memo (AARP) 
0.22  0.00  8%  0%  
G5 
Invest 15 percent of the OASDI Trust Fund reserves in equities (phased in
20172026), assuming an ultimate 2.7 percent annual real rate of return on
equities. Thus, the ultimate rate of return on equities is the same as that
assumed for Trust Fund bonds.
graph  table  pdfgraph  pdftable  memo (AARP) 
0.00  0.00  0%  0%  
G6 
Invest 25 percent of the OASDI Trust Fund reserves in equities (phased in
20192028), assuming an ultimate 6.2 percent annual real rate of return on
equities.
graph  table  pdfgraph  pdftable  memo (Larson 2014) 
0.34  0.00  13%  0%  
G7 
Invest 25 percent of the OASDI Trust Fund reserves in equities (phased in
20192028), assuming an ultimate 2.7 percent annual real rate of return on
equities. Thus, the ultimate rate of return on equities is the same as that
assumed for Trust Fund bonds.
graph  table  pdfgraph  pdftable  memo (Larson 2014) 
0.00  0.00  0%  0% 
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