Erickson Tribune

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UPDATED: Monday, November 26, 2007

How can Social Security be fixed?

Posted on Friday, November 30, 2007
 

By Michael G. Williams and Bill Herrfeldt
THE ERICKSON TRIBUNE

Last month, the Tribune called attention to the major problems facing Social Security. We pointed out that a surge in the retirement population is jeopardizing the system, particularly at a time when the U.S. is experiencing a declining birthrate that’s reducing the number of taxpayers supporting Social Security.

By current government estimates, Social Security is facing a $13.6 trillion shortfall, which, if left unaddressed, could threaten the system that Franklin Roosevelt envisioned in the 1930s.

Essentially, the solutions fall into four categories: increasing taxes, reducing benefits, altering the ways Social Security funds can be invested, or a combination of these categories. Here, we will briefly outline some of the alternatives involved with each.

According to the Washington, D.C.-based think tank The Heritage Foundation, only 83% of wages are subject to Social Security payroll taxes, down from 90% when Congress last reviewed the system in 1983. One solution to the imminent deficit is to raise the Social Security wage base enough to bring it back to the 1983 level.

Increased payroll taxes
That would affect about 6% of wages not currently taxed; and if the base were increased slowly, the effect on taxpayers subject to that increase would be modest. Also, people earning a higher income would shoulder a larger share of the Social Security burden, thereby reducing the regressive nature of the system.

Another solution is to increase the rate of tax on covered wages. A permanent increase of 1.89% in the payroll tax would be sufficient to cover the gap for the next 75 years, according to the Social Security Trustees.

But this has been a very contentious political issue. Republicans are  ideologically opposed to anything that appears to be a tax increase, while Democrats resist that notion out of fear of offending an already over-taxed electorate.


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Reduced benefits
What retirees receive from Social Security can be altered, either through a benefits adjustment or a benefits age increase. The government bases increases in monthly Social Security payments on the growth of wages in the country, and American wages are rising faster than inflation.

“One of the ways to fix a lot of the unfunded liabilities of Social Security is to change the cost-of-living index formula,” says William Beach, director of the Center for Data Analysis at The Heritage Foundation. “We’ve suggested going from the wage index to the consumer price index. A retiree’s monthly check would be adjusted each year by the average increase in the prices faced at the grocery store.” That change alone would reduce nearly 60% of the system’s unfunded liabilities, according to Beach.

Another possible solution to the Social Security dilemma is increasing the retirement age. While current law is increasing the retirement age from 65 to 67, raising it to 70 could, in Beach’s estimate, sweep 20% of the unfunded liabilities off the table.

Investment of funds
Of all the possible solutions to the Social Security problem, personal retirement accounts remain the most prominent alternative. Personal retirement accounts use a portion of the payroll taxes a worker is currently paying and invests them in government-approved investment accounts. “If you put a substantial amount of your payroll taxes in, you can have many, many times the retirement income from those payroll taxes than you would get from the transfer of money from workers to you when you are retired,” Beach explains.

Democrats and some Republicans have denounced such “privatization” with theological fervor. They say that the scheme’s uncertainty goes against the very nature of Social Security.

In a recent position paper, the AARP states, “The fact is that this would hurt the financial health of Social Security and poses a threat to the retirement security of millions of Americans and their families.”

Doing your part
As he signed the Social Security Act into law, President Franklin D. Roosevelt discussed its fundamental objective. “We can never insure 100% of the population against 100% of the hazards and vicissitudes of life, but we have tried to frame a law which  will give some measure of protection to the average citizen and to his family against the loss of a job and against poverty-ridden old age.”

Almost three quarters of a century later, Social Security is facing its biggest  challenge. The various myths and scare tactics associated with solutions that have been offered simply delay the unpleasant realities that will confront  American workers if nothing is done.



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