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Detailed Single Year Tables

Description of Proposed Provision:
H2: Starting in 2018, tax Social Security benefits in a manner similar to private pension income. Phase out the lower-income thresholds during 2018-2037.

 

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
201713.4113.03-0.38
298
0.000.000.00
201813.4913.03-0.46
287
0.000.100.10
201913.7013.07-0.63
274
-0.000.120.12
202013.8513.10-0.75
260
-0.000.140.14
202114.0213.15-0.87
247
-0.000.160.16
202214.2513.20-1.06
234
-0.000.170.17
202314.5413.24-1.30
219
-0.000.190.19
202414.8213.29-1.54
205
-0.000.210.21
202515.1013.32-1.78
189
-0.000.220.22
202615.3713.37-2.00
173
-0.000.230.23
202715.6213.39-2.22
157
-0.000.240.24
202815.8513.41-2.44
141
-0.000.250.25
202916.0613.43-2.63
124
-0.000.250.25
203016.2613.45-2.81
108
-0.000.260.26
203116.4513.47-2.98
91
-0.000.260.26
203216.6013.48-3.13
73
-0.000.260.26
203316.7413.49-3.25
55
-0.000.260.26
203416.8513.49-3.35
36
-0.000.260.26
203516.9313.50-3.43
17
-0.000.260.26
203616.9913.50-3.49
----
-0.000.250.26
203717.0213.50-3.52
----
-0.000.250.25
203817.0213.49-3.53
----
-0.000.240.25
203917.0013.49-3.51
----
-0.000.240.24
204016.9613.48-3.48
----
-0.000.230.23
204116.9113.47-3.44
----
-0.000.230.23
204216.8613.46-3.40
----
-0.000.220.22
204316.8113.45-3.35
----
-0.000.210.22
204416.7613.45-3.31
----
-0.000.210.21
204516.7213.44-3.28
----
-0.000.200.21
204616.6813.44-3.24
----
-0.000.200.20
204716.6513.43-3.21
----
-0.000.200.20
204816.6213.43-3.19
----
-0.000.190.19
204916.5913.42-3.17
----
-0.000.190.19
205016.5713.42-3.15
----
-0.000.190.19
205116.5513.42-3.14
----
-0.000.180.18
205216.5613.41-3.14
----
-0.000.180.18
205316.5713.41-3.16
----
-0.000.180.18
205416.5913.41-3.18
----
-0.000.180.18
205516.6213.41-3.21
----
-0.000.170.18
205616.6613.41-3.24
----
-0.000.170.17
205716.7013.42-3.28
----
-0.000.170.17
205816.7413.42-3.32
----
-0.000.170.17
205916.7813.42-3.36
----
-0.000.170.17
206016.8313.42-3.41
----
-0.000.170.17
206116.8713.42-3.45
----
-0.000.170.17
206216.9213.43-3.50
----
-0.000.170.17
206316.9713.43-3.54
----
-0.000.170.17
206417.0213.43-3.59
----
-0.000.160.16
206517.0713.43-3.63
----
-0.000.160.16
206617.1213.43-3.68
----
-0.000.160.16
206717.1713.44-3.73
----
-0.000.160.16
206817.2213.44-3.78
----
-0.000.160.16
206917.2713.44-3.83
----
-0.000.160.16
207017.3313.45-3.88
----
-0.000.160.16
207117.3713.45-3.92
----
-0.000.160.16
207217.4113.45-3.96
----
-0.000.160.16
207317.4513.45-4.00
----
-0.000.160.16
207417.4813.45-4.03
----
-0.000.160.16
207517.5013.45-4.05
----
-0.000.160.16
207617.5213.46-4.06
----
-0.000.160.16
207717.5213.46-4.07
----
-0.000.160.16
207817.5213.45-4.07
----
-0.000.160.16
207917.5213.45-4.06
----
-0.000.160.16
208017.5113.45-4.06
----
-0.000.150.16
208117.5113.45-4.05
----
-0.000.150.15
208217.5113.45-4.05
----
-0.000.150.15
208317.5113.45-4.06
----
-0.000.150.15
208417.5313.45-4.08
----
-0.000.150.15
208517.5513.45-4.10
----
-0.000.150.15
208617.5813.45-4.13
----
-0.000.150.15
208717.6213.46-4.16
----
-0.000.150.15
208817.6613.46-4.20
----
-0.000.150.15
208917.7013.46-4.24
----
-0.000.150.15
209017.7513.46-4.28
----
-0.000.150.15
209117.8013.47-4.33
----
-0.000.150.15
209217.8413.47-4.37
----
-0.000.150.15



 

Summarized Estimates

 
  Proposal
  Change from Current 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 2017 Trustees Report.
2017-2091 16.66% 14.03% -2.64%
2035
-0.00% 0.19% 0.19%
 
1 Under current law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified July 13, 2017