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Detailed Single Year Tables

Description of Proposed Provision:
Shorten the hiatus in the normal retirement age (start increasing to age 67 for those age 62 in 2010, rather than those age 62 in 2017) and then index the normal retirement age (by 1 month every 2 years) until the NRA reaches age 70.

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200912.3512.830.48 354
201012.5012.870.37 360
201112.3712.870.50 367
201212.2312.870.64 369
201312.3512.900.55 368
201412.5712.920.35 366
201512.7812.940.16 363
201613.0212.96-0.06 360
201713.2812.98-0.30 355
201813.5812.99-0.59 348
201913.8813.01-0.87 339
202014.1813.03-1.15 330
202114.4613.05-1.41 319
202214.7313.07-1.66 308
202314.9913.09-1.90 296
202415.2313.10-2.13 283
202515.4713.12-2.35 269
202615.7113.13-2.57 254
202715.9213.15-2.77 238
202816.1113.16-2.94 221
202916.2613.17-3.08 204
203016.3813.19-3.20 187
203116.4813.20-3.28 169
203216.5513.20-3.35 151
203316.6013.21-3.39 133
203416.6313.22-3.41 114
203516.6413.22-3.42 95
203616.6413.22-3.42 76
203716.6313.23-3.40 57
203816.5913.23-3.36 38
203916.5313.23-3.30 18
204016.4613.23-3.23 ----
204116.3813.23-3.16 ----
204216.3113.23-3.09 ----
204316.2413.23-3.02 ----
204416.1713.22-2.95 ----
204516.1113.22-2.89 ----
204616.0613.22-2.84 ----
204716.0113.22-2.79 ----
204815.9513.22-2.73 ----
204915.9013.22-2.67 ----
205015.8413.22-2.63 ----
205115.8013.22-2.58 ----
205215.7713.22-2.55 ----
205315.7413.22-2.52 ----
205415.7213.22-2.50 ----
205515.7013.22-2.48 ----
205615.6913.22-2.47 ----
205715.6913.22-2.46 ----
205815.6813.22-2.45 ----
205915.6713.23-2.45 ----
206015.6713.23-2.44 ----
206115.6813.23-2.45 ----
206215.6813.23-2.45 ----
206315.6813.23-2.44 ----
206415.6713.23-2.44 ----
206515.6713.23-2.43 ----
206615.6513.23-2.41 ----
206715.6413.23-2.41 ----
206815.6513.24-2.42 ----
206915.6713.24-2.43 ----
207015.7013.24-2.46 ----
207115.7313.24-2.49 ----
207215.7613.25-2.52 ----
207315.8013.25-2.55 ----
207415.8313.25-2.58 ----
207515.8713.25-2.62 ----
207615.9113.26-2.65 ----
207715.9513.26-2.69 ----
207815.9913.26-2.73 ----
207916.0313.26-2.77 ----
208016.0713.27-2.81 ----
208116.1113.27-2.84 ----
208216.1513.27-2.88 ----
208316.1913.27-2.91 ----
208416.2313.28-2.95 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2009 Trustees Report
2009-2083 15.38% 13.99% -1.39%
0.62%

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Last reviewed or modified November 16, 2009