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Detailed Single Year Tables

Description of Proposed Provision:
Invest up to 25 percent of OASDI Trust Fund reserves in equities (phased in 2016-2025), 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
201313.9512.69-1.26
330
0.000.000.00
201414.0412.83-1.20
315
0.000.000.00
201513.9712.86-1.10
301
0.000.000.00
201613.9112.88-1.03
286
0.000.000.00
201713.8812.90-0.98
271
0.000.000.00
201813.9112.93-0.98
258
0.000.000.00
201914.0612.95-1.11
246
0.000.000.00
202014.2612.97-1.29
234
0.000.000.00
202114.4412.99-1.45
221
0.000.000.00
202214.7013.03-1.68
209
0.000.000.00
202314.9713.04-1.93
195
0.000.000.00
202415.2313.06-2.17
182
0.000.000.00
202515.4813.07-2.40
167
0.000.000.00
202615.7113.08-2.62
153
0.000.000.00
202715.9313.10-2.83
137
0.000.000.00
202816.1413.11-3.03
121
0.000.000.00
202916.3313.12-3.20
104
0.000.000.00
203016.4913.13-3.36
87
0.000.000.00
203116.6313.14-3.49
68
0.000.000.00
203216.7513.15-3.60
48
0.000.000.00
203316.8613.16-3.70
28
0.000.000.00
203416.9313.16-3.77
7
0.000.000.00
203516.9813.16-3.82
----
0.000.000.00
203617.0113.17-3.84
----
0.000.000.00
203717.0213.17-3.85
----
0.000.000.00
203817.0213.17-3.85
----
0.000.000.00
203916.9913.17-3.82
----
0.000.000.00
204016.9613.17-3.79
----
0.000.000.00
204116.9313.17-3.76
----
0.000.000.00
204216.8913.17-3.72
----
0.000.000.00
204316.8613.17-3.69
----
0.000.000.00
204416.8413.17-3.67
----
0.000.000.00
204516.8313.17-3.66
----
0.000.000.00
204616.8213.17-3.65
----
0.000.000.00
204716.8113.17-3.64
----
0.000.000.00
204816.7913.17-3.62
----
0.000.000.00
204916.7813.17-3.61
----
0.000.000.00
205016.7813.17-3.61
----
0.000.000.00
205116.7913.17-3.62
----
0.000.000.00
205216.8113.17-3.64
----
0.000.000.00
205316.8413.18-3.66
----
0.000.000.00
205416.8713.18-3.69
----
0.000.000.00
205516.9113.18-3.73
----
0.000.000.00
205616.9613.18-3.77
----
0.000.000.00
205717.0013.19-3.82
----
0.000.000.00
205817.0513.19-3.86
----
0.000.000.00
205917.1013.19-3.90
----
0.000.000.00
206017.1413.20-3.95
----
0.000.000.00
206117.1813.20-3.99
----
0.000.000.00
206217.2313.20-4.03
----
0.000.000.00
206317.2713.20-4.07
----
0.000.000.00
206417.3113.21-4.11
----
0.000.000.00
206517.3613.21-4.15
----
0.000.000.00
206617.4013.21-4.19
----
0.000.000.00
206717.4513.21-4.24
----
0.000.000.00
206817.4913.22-4.28
----
0.000.000.00
206917.5413.22-4.32
----
0.000.000.00
207017.5813.22-4.36
----
0.000.000.00
207117.6213.22-4.40
----
0.000.000.00
207217.6613.23-4.43
----
0.000.000.00
207317.6813.23-4.45
----
0.000.000.00
207417.7013.23-4.48
----
0.000.000.00
207517.7213.23-4.49
----
0.000.000.00
207617.7313.23-4.50
----
0.000.000.00
207717.7413.23-4.51
----
0.000.000.00
207817.7413.23-4.51
----
0.000.000.00
207917.7513.23-4.52
----
0.000.000.00
208017.7613.23-4.53
----
0.000.000.00
208117.7813.23-4.54
----
0.000.000.00
208217.8013.23-4.57
----
0.000.000.00
208317.8313.24-4.60
----
0.000.000.00
208417.8713.24-4.63
----
0.000.000.00
208517.9113.24-4.67
----
0.000.000.00
208617.9613.24-4.72
----
0.000.000.00
208718.0113.25-4.77
----
0.000.000.00
208818.0713.25-4.82
----
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 2013 Trustees Report.
2013-2087 16.37% 14.04% -2.33%
2034
-0.23% 0.16% 0.38%
 
1 Under present law, the year of Trust Fund reserve depletion is 2033.

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Last reviewed or modified August 1, 2014