TM: Social Security has had a surplus. That surplus was used to finance other programs. The ‘lockbox’ idea was a metaphor to represent what Social Security’s finances would be if no borrowing had taken place. But that image is unnecessary. The Social Security accounts are what they are, and the reality of the surpluses—and the expected payments on these repayments—mean Social Security has not itself contributed to the deficit.
TL: Is Social Security broke, or are the terms “broke” and “bankrupt” meant to scare people?
TM: Social Security in 2010 reduces the deficit from what it otherwise would be; more FICA taxes are taken in than pension benefits paid out. But then revenues will be less than taxes paid until 2016. But that doesn’t mean people won’t get their benefits. The suggestion that it’s insolvent is an absurd way of talking about the program. This is not a private household. The U.S. government is not a person, so analogies to individuals and their own budget problems are not appropriate. Governments can tax. People can’t. Governments can reduce the level of benefits, or adjust who receives them. Private citizens have no such capacity. The analogy to personal finances, when addressing Social Security (or government altogether) is a mother lode of nonsense.
Another element of the insolvency claim is the notion of unfunded liabilities. That’s an expression appropriate for private pension plans, where the promise to pay a future benefit must be balanced by holding adequate financial reserves now. That’s not the case with Social Security. The government has the authority to raise taxes and adjust benefits. Private trust funds do not. Failing to understand that is the cause of much confusion and mischief.
TL: Are such words part of a scare tactic on the part of the program’s detractors?
TM: The short answer is yes. As I said, the popularity of Social Security means critics turn to affordability rather than attack the program’s desirability. And that has been especially the case since the economic stagflation of the 1970s.
TL: What happens after 2016?
TM: The current FICA taxes of 2016 will no longer be enough to finance the expected pensions of that year. That means Social Security will draw down on its claims against the U.S. Treasury. When you add in the interest payments on Social Security bond holdings, there is more than enough to pay for those pensions. The critics want to treat that as a threat to the program, but that is propaganda.
There is no case to be made to reduce forecasted benefits for seniors in 2016. Past generations of workers from the 1980s on have taxed themselves (through their contributions) to sufficiently fund their pensions until the early 2040s or late 2030s, depending on the CBO projections or projections from Social Security actuaries. The money is adequate to fund estimated benefits in full until 2039. After that, there is enough to fund three-fourths of projected benefits until 2042.
TL: What changes will be needed to pay full benefits after that?
TM: Then, relatively small adjustments need to be made. Small increases in taxes or small decreases in benefits would easily address any gaps out as far as the eye can see.
TL: Can you name some of these?
TM: Social Security is indexed to the cost of living. So a small adjustment downward in the COLA formula would be one remedy, one that would have to be justified as measuring inflation in a more accurate way. Increasing the FICA tax revenues by slightly increasing the wage base (the amount of wages subject to Social Security taxes—now $106,800) is another. We could also modestly increase the tax rate itself, which is 6.2 percent on both employees and employers. None of these methods call for hand-wringing today.
TL: How does raising the wage base fit in with the income redistribution that goes on with Social Security?
Trudy, your talking points on Social Security are getting tired and played out: Social Security is fiscally sound, the “trust fund” will save it, benefit cuts will force the elderly to eat cat food and conservatives are hell bent on destroying Social Security because it works. Lather, rinse, dry, and repeat as needed. Little surprise that you brought an expert, Ted Marmor, to buttress this ridiculous line of argument.
As in your previous article, however, this one has some rather glaring errors that are just too substantive to not address.
Social Security in 2010 reduces the deficit from what it otherwise would be; more FICA taxes are taken in than pension benefits paid out. But then revenues will be less than taxes paid until 2016. But that doesn’t mean people won’t get their benefits.
Uhh, that’s not going to happen in 2016, its happening today. http://www.nytimes.com/2010/03/25/business/economy/25social.html?_r=1
#1 Posted by Mike H, CJR on Wed 21 Jul 2010 at 07:28 PM
Pollyannish views to support a political point of view. As the professor alludes to, but glosses over, people are living longer increasing the amount of benefits that have to be paid out if the retirement age isn't raised. As neither he or Trudy mention, the birth rate is down so fewer workers (in relative terms) will be contributing to the system to fund payments to the retired. It is correct that this doesn't become an actual funding issue for quite some time, but waiting for the crisis to hit isn't exactly good policy. At some point (assuming longevity doesn't suddenly deteriorate), benefits will have to be cut in some fashion (such as delaying the retirement age or means testing, or absolute cuts) or taxes will have to be raised.
#2 Posted by Jerry, CJR on Wed 21 Jul 2010 at 08:33 PM
I just re-read your Nytimes article and a couple of things popped out. First, the report cited by the times is not from the Social Security Agency. Here is the trustee report:
http://www.socialsecurity.gov/OACT/TRSUM/
it says "First year outgo exceeds income excluding interest" is 2017.
Your NYtimes articel references this link:
http://www.cbo.gov/budget/factsheets/2010b/OASDI-TrustFunds.pdf
Which says "the system will pay out more in benefits than it receives in payroll taxes," but that's not all it says.
It has other revenues which exceed total outgo until, golly gee, past the time frame of the cbo report ending in 2020. You only have a small shortfall if you exclude interest from the trust fund surplus. Mind you, that's not the same as tapping the surplus, that's just including the interest. The biggest shortfall? In 2010 the shortfall will be 28 billion because of the recession, which translates into a 91 billion surplus if you include trust fund interest.
From 2016 to 2020 there are shortfalls. 2018 -36 billion, 2019 -57 billion, 2020 -78 billion.
Including interest those translate into surpluses of 124 billion, 113 billion, and 102 billion respectively.
These are using your cbo numbers.
So where is your crisis now? At worst, excluding trust surplus income, you have -236 billion more paid out than take in by 2020. Including that income, by your numbers, you have a 1.4 trillion surplus.
Who's got empty talking points again?
#3 Posted by Thimbles, CJR on Wed 21 Jul 2010 at 09:13 PM
Oh Thimbles! What am I going to do with you!
It has other revenues which exceed total outgo until, golly gee, past the time frame of the cbo report ending in 2020.
Herds of unicorns don’t fly over a clover filled pasture in Pennsylvania and defecate their magically laced manure to fertilize lush orchards of money trees. This “other revenue” is in the form of interest payments on bonds issued to the federal government. In other words, its money that comes from general revenues to pay for any shortfalls in Social Security. Just like we have now, not in 2017 or 2020.
These interest payments are not “taxes paid” as was said in the article.
Our “crisis now” is that there is no extra money in the discretionary budget to cover these interest repayments to the Social Security administration.
But I wont wait for Trudy to mention that …. just doesn’t jive with the story she wants to write.
#4 Posted by Mike H, CJR on Wed 21 Jul 2010 at 09:44 PM
The money exists to cover the interest payments, the Bush tax cuts will expire and there are plenty of revenues to be gotten in a 14 trillion dollar economy if the will to do so is applied. Even if the money didn't exist, it would cause a shortfall of 240 billion over ten years, according to your source... that's 1.7% of an annual 14 trillion dollar economy, never mind the revenues of that economy spread over 10 years.
That's NOTHING to hyperventilate about.
There are other fallacies of common wisdom worth trashing:
http://digbysblog.blogspot.com/2010/07/killing-zombie-lies-and-exploding.html
But the major one is that social security has an immediate crisis. No, it has bonds that pay out interest. It has bonds that it can cash in. It has other revenues other than payroll taxes. It has a base income which could be raised and I don't give a damn whether you don't like it or not, bare bones benefits should not get cut to preserve the income disparity of the complaining greedy few, who got tax cuts during the 8 years of Bush paid from FICA revenues. You keep defending that for some reason. I say fine, keep it up. You're going to get your income tax cut revoked and pay extra on top to top up fund shortfalls anyways.
A whole 240 billion over ten years, how will you survive.
#5 Posted by Thimbles, CJR on Wed 21 Jul 2010 at 11:11 PM
the gap in understanding and policy commentary between Mike H and Timbles/Jerry is worth noting even though no amount of dialogue is likely to bring their views closer together. One side regards interest owed to the Social Security system as a fiscal drain that is worrisome; the other side notes that this is owed the pension system because cohorts of workers paid taxes to fund pensions at the time in exchange for promises to have their pension financed in the future.
References to birds shitting in Pennsylvania does not add anything but an unfortunate odor to what should be serious commentary.
Ted Marmor
#6 Posted by Ted Marmor, CJR on Thu 22 Jul 2010 at 10:54 AM
One side regards interest owed to the Social Security system as a fiscal drain that is worrisome; the other side notes that this is owed the pension system because cohorts of workers paid taxes to fund pensions at the time in exchange for promises to have their pension financed in the future
These two items are not mutually exclusive. The interest owed to Social Security is both legally owed to the fund and a fiscal drain.
And Ted, it was a unicorn, not a bird.
#7 Posted by Mike H, CJR on Thu 22 Jul 2010 at 11:44 AM