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Detailed Single Year Tables

Description of Proposed Provision:
Invest 40 percent of the Trust Funds in equities (phased in 2013-2027), 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
201213.8312.89-0.93
340
0.000.000.00
201313.9512.83-1.12
329
0.000.000.00
201413.9812.93-1.05
316
0.000.000.00
201513.9712.95-1.01
303
0.000.000.00
201613.9412.98-0.96
291
0.000.000.00
201713.9113.01-0.91
280
0.000.000.00
201813.9613.03-0.93
270
0.000.000.00
201914.1313.05-1.08
259
0.000.000.00
202014.3713.07-1.30
248
0.000.000.00
202114.6513.11-1.55
237
0.000.000.00
202214.9713.13-1.84
225
0.000.000.00
202315.2913.15-2.14
212
0.000.000.00
202415.5913.16-2.43
198
0.000.000.00
202515.8813.18-2.70
183
0.000.000.00
202616.1513.20-2.96
168
0.000.000.00
202716.4113.21-3.20
152
0.000.000.00
202816.6413.23-3.41
135
0.000.000.00
202916.8313.24-3.59
117
0.000.000.00
203017.0113.25-3.76
98
0.000.000.00
203117.1513.26-3.89
78
0.000.000.00
203217.2513.27-3.98
58
0.000.000.00
203317.3313.27-4.06
36
0.000.000.00
203417.3813.28-4.10
14
0.000.000.00
203517.4113.28-4.13
----
0.000.000.00
203617.4313.28-4.15
----
0.000.000.00
203717.4313.28-4.15
----
0.000.000.00
203817.4213.28-4.14
----
0.000.000.00
203917.3913.28-4.11
----
0.000.000.00
204017.3613.28-4.07
----
0.000.000.00
204117.3213.28-4.04
----
0.000.000.00
204217.2813.28-4.00
----
0.000.000.00
204317.2413.28-3.97
----
0.000.000.00
204417.2113.28-3.94
----
0.000.000.00
204517.1913.28-3.91
----
0.000.000.00
204617.1613.28-3.88
----
0.000.000.00
204717.1413.28-3.86
----
0.000.000.00
204817.1113.27-3.84
----
0.000.000.00
204917.1013.27-3.82
----
0.000.000.00
205017.0813.27-3.81
----
0.000.000.00
205117.0713.27-3.80
----
0.000.000.00
205217.0713.27-3.79
----
0.000.000.00
205317.0713.28-3.80
----
0.000.000.00
205417.0813.28-3.80
----
0.000.000.00
205517.0913.28-3.81
----
0.000.000.00
205617.1113.28-3.83
----
0.000.000.00
205717.1213.28-3.84
----
0.000.000.00
205817.1413.28-3.86
----
0.000.000.00
205917.1513.28-3.86
----
0.000.000.00
206017.1613.28-3.87
----
0.000.000.00
206117.1613.28-3.88
----
0.000.000.00
206217.1713.29-3.88
----
0.000.000.00
206317.1813.29-3.89
----
0.000.000.00
206417.1913.29-3.90
----
0.000.000.00
206517.2013.29-3.91
----
0.000.000.00
206617.2213.29-3.93
----
0.000.000.00
206717.2413.29-3.95
----
0.000.000.00
206817.2713.29-3.97
----
0.000.000.00
206917.2913.30-4.00
----
0.000.000.00
207017.3313.30-4.03
----
0.000.000.00
207117.3513.30-4.05
----
0.000.000.00
207217.3813.30-4.08
----
0.000.000.00
207317.4013.30-4.10
----
0.000.000.00
207417.4313.30-4.13
----
0.000.000.00
207517.4613.31-4.16
----
0.000.000.00
207617.4913.31-4.18
----
0.000.000.00
207717.5113.31-4.20
----
0.000.000.00
207817.5413.31-4.23
----
0.000.000.00
207917.5713.31-4.26
----
0.000.000.00
208017.6013.32-4.29
----
0.000.000.00
208117.6413.32-4.32
----
0.000.000.00
208217.6813.32-4.36
----
0.000.000.00
208317.7213.32-4.39
----
0.000.000.00
208417.7613.32-4.43
----
0.000.000.00
208517.7913.33-4.47
----
0.000.000.00
208617.8313.33-4.50
----
0.000.000.00
208717.8713.33-4.54
----
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 2012 Trustees Report.
2012-2086 16.36% 14.29% -2.08%
2034
-0.32% 0.27% 0.59%
 
1 Under present law, the year of Trust Fund reserve depletion is 2033.

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Last reviewed or modified February 20, 2013