Updated
Updated · Fox Business · Jul 24
CRFB Says Flat-Rate COLA Could Halve Social Security's 75-Year Shortfall
Updated
Updated · Fox Business · Jul 24

CRFB Says Flat-Rate COLA Could Halve Social Security's 75-Year Shortfall

3 articles · Updated · Fox Business · Jul 24

Summary

  • A flat-rate Social Security COLA set at the 20th percentile would close 50% of the program’s 75-year funding gap, while a 30th-percentile version would close about 40%, according to CRFB analysis.
  • The approach would give all beneficiaries the same annual dollar increase, effectively capping COLA growth for higher-benefit retirees while protecting lower-income recipients with a floor tied to lower benefit levels.
  • By 2065, a 20th-percentile flat-rate COLA would trim benefits 3% for the bottom fifth of lifetime earners versus 19% for the top fifth; the 30th-percentile option would raise the bottom quintile’s benefits 1% and cut the top fifth 17%.
  • CRFB said the 20th-percentile plan would delay trust-fund insolvency by two years, but Social Security’s main funds are still projected to run short in 2032, triggering an automatic 22% benefit cut under current law.
  • The group argued the findings show the cost of delay: had Congress adopted a similar proposal in 1987, it estimates the system would have remained solvent through 2071.

Insights

Could a radical shift to a flat-rate COLA save Social Security before the looming 2032 benefit cliff?
How would receiving identical dollar adjustments instead of percentages completely reshape retirement planning for future seniors?