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Detailed Single Year Tables

Description of Proposed Provision:
Starting in 2017, tax Social Security benefits in a manner similar to private pension income. Phase out the lower-income thresholds during 2017-2036.

 

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
201614.0512.94-1.10
303
0.000.000.00
201713.7213.02-0.70
293
0.000.100.10
201813.8613.08-0.78
278
0.000.120.12
201913.9913.11-0.88
263
0.000.140.14
202014.1313.14-0.99
249
0.000.160.16
202114.2713.18-1.09
235
0.000.180.18
202214.4913.23-1.26
220
0.000.190.20
202314.7613.27-1.49
205
0.000.210.21
202415.0213.32-1.70
190
0.000.230.23
202515.2813.35-1.93
174
0.000.240.24
202615.4713.38-2.09
158
0.000.250.25
202715.6513.40-2.25
143
0.000.260.26
202815.8113.42-2.39
127
0.000.260.26
202915.9713.44-2.53
112
0.000.270.27
203016.1013.45-2.65
97
0.000.270.27
203116.2213.46-2.76
81
0.000.270.27
203216.3313.47-2.86
65
0.000.270.27
203316.4113.47-2.93
48
0.000.270.27
203416.4613.48-2.99
31
0.000.260.27
203516.4913.48-3.02
14
0.000.260.26
203616.5513.48-3.08
----
0.000.260.26
203716.6013.48-3.12
----
0.000.250.25
203816.6113.47-3.14
----
0.000.240.25
203916.6113.47-3.14
----
0.000.240.24
204016.5913.46-3.13
----
0.000.230.23
204116.5613.46-3.10
----
0.000.230.23
204216.5313.45-3.08
----
0.000.220.22
204316.5013.45-3.05
----
0.000.210.22
204416.4713.44-3.03
----
0.000.210.21
204516.4513.44-3.01
----
0.000.210.21
204616.4213.43-2.99
----
0.000.200.20
204716.4013.43-2.97
----
0.000.200.20
204816.3813.42-2.96
----
0.000.190.19
204916.3713.42-2.95
----
0.000.190.19
205016.3613.42-2.94
----
0.000.190.19
205116.3613.42-2.94
----
0.000.180.18
205216.3713.42-2.95
----
0.000.180.18
205316.3913.42-2.98
----
0.000.180.18
205416.4213.42-3.01
----
0.000.180.18
205516.4613.42-3.04
----
0.000.180.18
205616.5113.42-3.09
----
0.000.170.17
205716.5613.42-3.13
----
0.000.170.17
205816.6113.42-3.18
----
0.000.170.17
205916.6613.43-3.23
----
0.000.170.17
206016.7113.43-3.28
----
0.000.170.17
206116.7613.43-3.32
----
0.000.170.17
206216.8113.43-3.37
----
0.000.170.17
206316.8613.44-3.42
----
0.000.160.16
206416.9013.44-3.47
----
0.000.160.16
206516.9513.44-3.51
----
0.000.160.16
206617.0113.44-3.56
----
0.000.160.16
206717.0613.45-3.61
----
0.000.160.16
206817.1113.45-3.66
----
0.000.160.16
206917.1613.45-3.71
----
0.000.160.16
207017.2213.46-3.76
----
0.000.160.16
207117.2613.46-3.81
----
0.000.160.16
207217.3013.46-3.84
----
0.000.160.16
207317.3413.46-3.88
----
0.000.160.16
207417.3713.46-3.91
----
0.000.160.16
207517.3913.47-3.93
----
0.000.160.16
207617.4013.47-3.94
----
0.000.150.16
207717.4113.47-3.94
----
0.000.150.15
207817.4113.47-3.94
----
0.000.150.15
207917.4113.46-3.94
----
0.000.150.15
208017.4013.46-3.94
----
0.000.150.15
208117.4013.46-3.94
----
0.000.150.15
208217.4113.46-3.94
----
0.000.150.15
208317.4213.46-3.96
----
0.000.150.15
208417.4413.46-3.98
----
0.000.150.15
208517.4713.47-4.00
----
0.000.150.15
208617.5013.47-4.04
----
0.000.150.15
208717.5413.47-4.07
----
0.000.150.15
208817.5813.47-4.11
----
0.000.150.15
208917.6313.48-4.15
----
0.000.150.15
209017.6813.48-4.20
----
0.000.150.15
209117.7213.48-4.24
----
0.000.150.15



 

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 2016 Trustees Report.
2016-2090 16.50% 14.04% -2.46%
2035
-0.00% 0.19% 0.19%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified June 16, 2016