Economic Growth Alone Can't Fix Social Security
  
  Cato Institute Project | February 3, 2005
  http://www.socialsecurity.org/daily/02-03-05.html

President Bush should be commended for tackling a political 
challenge like Social Security reform, says a recent op-ed in the 
Rocky Mountain News, and opponents of reform ignore the program's 
unstable future at their own peril. Some critics of personal 
accounts have suggested that faster economic growth alone will keep 
Social Security solvent. But such growth, while pushing up wages and 
bringing in more payroll taxes, also increases Social Security's 
benefit obligations. Furthermore, the benefit obligations to the 
baby boomers nearing retirement will likely force Congress to raise 
payroll taxes, a move which will discourage economic growth. 
Excerpts from the op-ed follow. 

"�The problem is relatively straightforward: Payroll taxes at 
current levels are woefully insufficient to fund the benefits of 77 
million baby-boom retirees. According to the most recent report of 
the trustees of the Social Security trust fund, this imbalance over 
time will lead to a projected $10.4 trillion in unfunded liabilities 
(promised benefits), plus $1.5 trillion to redeem the Treasury bonds 
in the Social Security Trust Fund. 

"This is an unsustainable trajectory, but not a few opponents of 
reform would prefer to ignore the math. In the late 1930s, when 
Social Security was in its infancy, there were 41 workers for every 
retiree. With rising life expectancies and declining fertility 
rates, the ratio plunged. It fell to 16 to one in 1950. It is now 
three to one and expected to fall to two to one by the time today's 
young workers retire. 

"Meanwhile, real rates of return have plummeted. When the payroll 
tax was 2 percent in the 1930s, the average rate of return for 
retirees was as high as 110 percent. Payroll taxes are now 12.4 
percent of wages, but most young workers can expect future returns 
of less than 1 percent. 

"Those who dispute this is a crisis-in-the-making (such as New York 
Times columnist Paul Krugman, who appears on our pages) insist taxes 
plus interest on the trust fund's Treasury bonds will cover promised 
benefits until 2018 and that the fund won't run dry until 2042. But 
nothing could be more misleading. In fact, Social Security will 
start running a deficit in 2018 when benefits exceed annual payroll 
tax revenue. The roughly $1.5 trillion trust fund surplus that 
currently exists, and which will grow to $3.2 trillion in today's 
dollars by 2018, is not a pot of cash. By law the surplus is 
invested in Treasury bonds and used to finance other government 
spending. (The Clinton administration called the trust fund 
a 'bookkeeping' entry.) In order to redeem these bonds, Congress 
must raise taxes, cut spending or increase borrowing (or some 
combination of the three). And even if the trust fund were a pile of 
cash, it would cover shortfalls only until 2042 (according to the 
system's trustees), or 2052 (according to the Congressional Budget 
Office), when it would be completely exhausted. 

"There's a let-it-alone school of thought that suggests faster 
economic growth will keep Social Security intact, even as spending 
on the program becomes an ever-larger share of gross domestic 
product. But such economic growth, while pushing up wages and 
bringing in more payroll taxes, also increases Social Security's 
benefit obligations. 

"As the Social Security trustees themselves warn, the longer 
Congress dawdles the deeper the cuts in benefits or steeper the 
increases in taxes that will be needed. 

"The president's reform plan is to allow workers to divert some 
Social Security payroll taxes to private investment accounts. It 
won't completely solve Social Security's funding shortfall, but 
could go a long way toward reducing its unfunded costs, as well as 
boost national savings."









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