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:
H1: Starting in 2017, tax Social Security benefits in a manner similar to private pension income. Phase out the lower-income thresholds during 2017-2026.

 

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
201713.7213.04-0.68
293
0.000.120.12
201813.8613.11-0.74
278
0.000.160.16
201913.9913.16-0.82
263
0.000.200.20
202014.1313.21-0.92
249
0.000.230.23
202114.2713.26-1.01
236
0.000.260.26
202214.4913.32-1.17
222
0.000.280.28
202314.7613.36-1.40
207
0.000.300.30
202415.0213.41-1.61
192
0.000.320.32
202515.2813.44-1.85
177
0.000.330.33
202615.4713.46-2.01
162
0.000.330.33
202715.6513.46-2.18
147
0.000.320.32
202815.8113.47-2.34
132
0.000.320.32
202915.9613.48-2.49
117
0.000.310.31
203016.1013.48-2.62
102
0.000.300.30
203116.2213.48-2.74
86
0.000.290.29
203216.3313.49-2.84
70
0.000.290.29
203316.4113.48-2.92
54
0.000.280.28
203416.4613.48-2.98
37
0.000.270.27
203516.4913.48-3.02
19
0.000.260.26
203616.5513.48-3.08
2
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% 14.05% -2.45%
2036
-0.00% 0.21% 0.21%
 
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 August 30, 2016