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Detailed Single Year Tables
Cost-of-Living Adjustment

Description of Proposed Provision:
A9: For single/head-of-household/married-filing-separate taxpayers with modified adjusted gross income (MAGI) below $85,000 and for joint filers with MAGI below $170,000 for the prior tax year, use the chain-weighted version of the Consumer Price Index for All Urban Consumers (C-CPI-U) to calculate the cost-of-living adjustment (COLA), beginning with the December 2018 COLA. For those beneficiaries whose MAGI is above the $85,000/$170,000 for the prior tax year, provide no COLA. Index the eligibility income threshold amounts to the CPI-U after December 2018.

 

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
201713.7212.92-0.80
293
0.000.000.00
201813.8612.96-0.90
277
0.000.000.00
201913.9212.96-0.96
263
-0.070.000.06
202014.0012.97-1.03
249
-0.13-0.010.13
202114.0712.99-1.08
236
-0.20-0.010.19
202214.2213.02-1.20
222
-0.27-0.010.26
202314.4213.04-1.38
208
-0.34-0.020.32
202414.6213.07-1.54
194
-0.41-0.020.39
202514.8113.09-1.72
179
-0.48-0.020.45
202614.9313.10-1.83
166
-0.54-0.030.51
202715.0413.11-1.93
152
-0.61-0.030.57
202815.1513.12-2.02
138
-0.67-0.030.63
202915.2413.13-2.11
125
-0.73-0.040.69
203015.3213.14-2.18
112
-0.78-0.040.74
203115.3813.15-2.24
99
-0.84-0.040.80
203215.4313.15-2.28
85
-0.89-0.050.85
203315.4713.16-2.31
72
-0.94-0.050.89
203415.4713.16-2.31
58
-0.99-0.050.94
203515.4613.16-2.30
44
-1.03-0.050.98
203615.4813.16-2.31
30
-1.08-0.061.02
203715.4813.17-2.31
16
-1.12-0.061.06
203815.4613.17-2.29
1
-1.16-0.061.10
203915.4213.17-2.25
----
-1.19-0.061.13
204015.3713.17-2.20
----
-1.22-0.071.16
204115.3113.16-2.14
----
-1.25-0.071.19
204215.2513.16-2.09
----
-1.28-0.071.21
204315.1913.16-2.03
----
-1.30-0.071.23
204415.1413.16-1.98
----
-1.33-0.071.26
204515.1013.16-1.94
----
-1.35-0.071.28
204615.0613.16-1.90
----
-1.37-0.071.29
204715.0213.16-1.86
----
-1.38-0.071.31
204814.9813.16-1.83
----
-1.40-0.081.32
204914.9513.15-1.80
----
-1.42-0.081.34
205014.9313.15-1.77
----
-1.43-0.081.35
205114.9113.15-1.76
----
-1.45-0.081.37
205214.9113.16-1.75
----
-1.46-0.081.38
205314.9213.16-1.76
----
-1.48-0.081.40
205414.9313.16-1.77
----
-1.50-0.081.41
205514.9513.16-1.79
----
-1.51-0.081.43
205614.9813.16-1.81
----
-1.53-0.081.45
205715.0013.17-1.84
----
-1.55-0.081.47
205815.0313.17-1.86
----
-1.57-0.091.49
205915.0613.17-1.89
----
-1.60-0.091.51
206015.0913.17-1.91
----
-1.62-0.091.53
206115.1113.18-1.94
----
-1.64-0.091.55
206215.1413.18-1.96
----
-1.67-0.091.58
206315.1613.18-1.98
----
-1.70-0.091.60
206415.1813.18-2.00
----
-1.72-0.091.63
206515.2013.18-2.02
----
-1.75-0.101.66
206615.2313.19-2.04
----
-1.78-0.101.68
206715.2513.19-2.06
----
-1.81-0.101.71
206815.2813.19-2.09
----
-1.84-0.101.74
206915.3013.19-2.11
----
-1.87-0.101.76
207015.3213.19-2.13
----
-1.90-0.101.79
207115.3413.19-2.15
----
-1.92-0.111.82
207215.3513.20-2.16
----
-1.95-0.111.85
207315.3613.20-2.16
----
-1.98-0.111.87
207415.3613.20-2.16
----
-2.01-0.111.90
207515.3513.20-2.16
----
-2.04-0.111.93
207615.3413.20-2.14
----
-2.07-0.111.95
207715.3113.20-2.12
----
-2.09-0.121.98
207815.2913.19-2.09
----
-2.12-0.122.00
207915.2613.19-2.06
----
-2.15-0.122.03
208015.2313.19-2.04
----
-2.17-0.122.05
208115.2013.19-2.01
----
-2.20-0.122.08
208215.1813.19-1.99
----
-2.22-0.122.10
208315.1713.19-1.98
----
-2.25-0.122.13
208415.1613.19-1.98
----
-2.28-0.132.15
208515.1713.19-1.98
----
-2.30-0.132.18
208615.1713.19-1.98
----
-2.33-0.132.20
208715.1813.19-1.99
----
-2.36-0.132.23
208815.2013.19-2.01
----
-2.39-0.132.26
208915.2113.19-2.02
----
-2.42-0.132.28
209015.2313.19-2.03
----
-2.45-0.142.31
209115.2413.19-2.05
----
-2.48-0.142.34



 

Summarized Estimates
 
  Proposal
   Change from Present Law
Years Cost
rate		 Income
rate		 Actuarial
balance
Year of reserve
depletion1
Cost
rate		 Income
rate		 Actuarial
balance
 
Based on Intermediate Assumptions of the 2016 Trustees Report.
2016-2090 15.18% 13.77% -1.41%
2038
-1.32% -0.07% 1.25%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified February 21, 2017