Skip to content
Social Security Online
Actuarial Publications
Solvency provisions SSA logo: link to Social Security Online home

Detailed Single Year Tables

Description of Proposed Provision:
Starting in 2016, tax Social Security benefits in a manner similar to private pension income. Phase out the lower-income thresholds during 2016-2035.

 

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
201514.1312.82-1.31
308
0.000.000.00
201613.8812.98-0.90
298
0.000.100.10
201713.8913.03-0.86
281
0.000.120.12
201813.9713.07-0.89
266
0.000.140.14
201914.0913.11-0.98
251
0.000.160.16
202014.2313.14-1.09
237
0.000.170.18
202114.3413.18-1.17
223
0.000.190.19
202214.5213.22-1.30
209
0.000.210.21
202314.7213.25-1.47
195
0.000.220.22
202414.9513.30-1.66
181
0.000.230.24
202515.1613.33-1.84
167
0.000.240.25
202615.3613.35-2.01
153
0.000.250.25
202715.5613.37-2.19
139
0.000.260.26
202815.7513.39-2.36
124
0.000.260.26
202915.9313.41-2.52
110
0.000.270.27
203016.0913.42-2.67
95
0.000.270.27
203116.2413.43-2.81
79
0.000.270.27
203216.3713.44-2.93
63
0.000.270.27
203316.4813.45-3.03
46
0.000.260.26
203416.5513.45-3.10
28
0.000.260.26
203516.6213.45-3.16
10
0.000.260.26
203616.6813.45-3.22
----
0.000.250.25
203716.7213.45-3.27
----
0.000.240.24
203816.7313.45-3.28
----
0.000.240.24
203916.7313.44-3.28
----
0.000.230.23
204016.7113.44-3.27
----
0.000.220.23
204116.6913.43-3.25
----
0.000.220.22
204216.6613.43-3.24
----
0.000.210.21
204316.6413.42-3.22
----
0.000.210.21
204416.6213.42-3.20
----
0.000.200.20
204516.6013.42-3.18
----
0.000.200.20
204616.5713.41-3.16
----
0.000.190.20
204716.5613.41-3.15
----
0.000.190.19
204816.5513.41-3.14
----
0.000.190.19
204916.5413.40-3.14
----
0.000.180.18
205016.5413.40-3.14
----
0.000.180.18
205116.5513.40-3.15
----
0.000.180.18
205216.5713.40-3.17
----
0.000.180.18
205316.6013.40-3.20
----
0.000.170.17
205416.6413.40-3.24
----
0.000.170.17
205516.6913.40-3.28
----
0.000.170.17
205616.7413.41-3.33
----
0.000.170.17
205716.7913.41-3.38
----
0.000.170.17
205816.8513.41-3.44
----
0.000.170.17
205916.9013.41-3.49
----
0.000.170.17
206016.9513.42-3.54
----
0.000.160.16
206117.0013.42-3.59
----
0.000.160.16
206217.0613.42-3.64
----
0.000.160.16
206317.1113.42-3.69
----
0.000.160.16
206417.1613.43-3.74
----
0.000.160.16
206517.2213.43-3.79
----
0.000.160.16
206617.2713.43-3.84
----
0.000.160.16
206717.3313.43-3.90
----
0.000.160.16
206817.3913.44-3.95
----
0.000.160.16
206917.4513.44-4.00
----
0.000.160.16
207017.5013.44-4.06
----
0.000.160.16
207117.5513.45-4.11
----
0.000.160.16
207217.6013.45-4.15
----
0.000.150.15
207317.6313.45-4.18
----
0.000.150.15
207417.6613.45-4.21
----
0.000.150.15
207517.6813.45-4.23
----
0.000.150.15
207617.7013.45-4.24
----
0.000.150.15
207717.7013.45-4.25
----
0.000.150.15
207817.7113.45-4.25
----
0.000.150.15
207917.7113.45-4.25
----
0.000.150.15
208017.7113.45-4.26
----
0.000.150.15
208117.7113.45-4.26
----
0.000.150.15
208217.7313.45-4.27
----
0.000.150.15
208317.7513.45-4.29
----
0.000.150.15
208417.7713.45-4.32
----
0.000.150.15
208517.8113.46-4.35
----
0.000.150.15
208617.8513.46-4.39
----
0.000.150.15
208717.8913.46-4.42
----
0.000.150.15
208817.9313.46-4.46
----
0.000.150.15
208917.9713.47-4.50
----
0.000.150.15
209018.0113.47-4.55
----
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 2015 Trustees Report.
2015-2089 16.54% 14.05% -2.49%
2035
-0.00% 0.19% 0.19%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

 Link to USA.gov: U.S. Government portal Privacy Policy  | Website Policies & Other Important Information  | Site Map
Last reviewed or modified September 1, 2015