Social Security Analyses

  Overview

  Social Security Outlook

  Policy Analyses

  Individual Accounts and Investments in Private Assets

  Retirement Saving

Overview

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• Background Paper: Assigning Education Status in CBO's Long-Term Microsimulation Model
  October 2008  pdf  data  
• Social Security: A Primer
  September 2001  html  pdf  
• Is Social Security Progressive?
  December 15, 2006  pdf  
• Testimony on the Role of the Economy in the Outlook for Social Security
  June 21, 2005  html  pdf  
  Testimony before the Subcommittee on Social Security, Committee on Ways and Means, U.S. House of Representatives
• Testimony on Budgetary Perspectives on the Outlook for Social Security
  February 9, 2005  html  pdf  
  Testimony before the Committee on the Budget, U.S. House of Representatives
• Testimony on the Future of Social Security
  February 3, 2005  html  pdf  
  Testimony before the Special Committee on Aging, United States Senate
• Federal Debt and the Commitments of Federal Trust Funds
  October 25, 2002  html  pdf  
• Social Security and the Federal Budget: The Necessity of Maintaining a Comprehensive Long-Range Perspective
  August 1, 2002  html  pdf  
• How Pension Financing Affects Returns to Different Generations
  September 22, 2004  html  pdf  

Social Security Outlook

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• Updated Long-Term Projections for Social Security
  August 2008  html  pdf  data  blog
• Updated Long-Term Projections for Social Security
  June 2006  pdf  data  
• The Long-Term Budget Outlook
  December 2005  pdf  data  
• Background Paper: Quantifying Uncertainty in the Analysis of Long-Term Social Security Projections
  November 2005  pdf  
• Detailed Projections for the Old-Age, Survivors, and Disability Insurance Trust Funds Through 2015
  March 2005  pdf  
• The Outlook for Social Security
  June 2004  html  pdf  
• Comparing Budgetary and Trust Fund Measures of the Outlook for Social Security and Medicare
  October 10, 2003  html  pdf  
• The Future Growth of Social Security: It's Not Just Society's Aging
  July 1, 2003  html  pdf  

Policy Analyses

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• Long-Term Analysis of S. 2427, the Sustainable Solvency First for Social Security Act of 2006
  April 5, 2006  pdf  data  
  Letter to the Honorable Robert F. Bennett
• Long-Term Analysis of the Liebman-MacGuineas-Samwick Social Security Proposal
  February 8, 2006  pdf  data  
  Letter to the Honorable Jim Kolbe
• Analysis of H.R. 3304, Growing Real Ownership for Workers Act of 2005
  September 13, 2005  pdf  data  
  Letter to the Honorable Max Baucus
• Menu of Social Security Options
  May 2005  pdf  
• Testimony on Options for Social Security: Budgetary and Distributional Impacts
  May 25, 2005  html  pdf  data  
  Testimony before the Committee on Finance, United States Senate
• Long-Term Analysis of the Diamond-Orszag Social Security Plan
  December 22, 2004  html  pdf  
  Letter to the Honorable Larry E. Craig
• Long-Term Analysis of Plan 2 of the President's Commission to Strengthen Social Security
  July 21, 2004  html  pdf  
  Letter to the Honorable Larry E. Craig
• Long-Term Analysis of H.R. 3821, the Bipartisan Retirement Security Act of 2004
  July 21, 2004  html  pdf  
  Letter to the Honorable Jim Kolbe
• H.R. 3821, Bipartisan Retirement Security Act of 2004
  July 21, 2004  html  pdf  
  Cost estimate for the bill as introduced in the House of Representatives on February 24, 2004, with subsequent modifications specified by the sponsor's staff
• Measuring Changes to Social Security Benefits
  December 1, 2003  html  pdf  
• Budget Options
  March 2003  html  pdf  

Individual Accounts and Investments in Private Assets

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• Background Paper: Evaluating Benefit Guarantees in Social Security
  March 2006  pdf  
• Administrative Costs of Private Accounts in Social Security
  March 2004  html  pdf  
• Acquiring Financial Assets to Fund Future Entitlements
  June 16, 2003  html  pdf  
• Social Security Reform: The Use of Private Securities and the Need for Economic Growth
  January 3, 2003  html  pdf  
• Evaluating and Accounting for Federal Investment in Corporate Stocks and Other Private Securities
  January 2003  html  pdf  
• The Budgetary Treatment of Personal Retirement Accounts
  March 2000  html  pdf  
• Social Security Privatization: Experiences Abroad
  January 1999  html  pdf  
• Social Security Privatization and the Annuities Market
  February 1998  html  pdf  

Retirement Saving

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• CBO's Online Guide to Tax Incentives for Retirement Saving
  June 2006  html  
• Retirement Age and the Need for Saving
  May 12, 2004  html  pdf  
• The Retirement Prospects of the Baby Boomers
  March 18, 2004  html  pdf  
• Baby Boomers' Retirement Prospects: An Overview
  November 2003  html  pdf  
• Utilization of Tax Incentives for Retirement Saving
  August 2003  html  pdf  
• Social Security and Private Saving: A Review of the Empirical Evidence
  July 1998  html  pdf