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Social security, and the proposed changes — 2 Comments

  1. I have an idea about how privatization of Social Security might work:
    A worker could have an account (“ISSA”) like an IRA– choose his own brokerage (or other financial institution(s)) at which to hold it, choose whichever investment vehicle(s) (except certain high-risk ones) he wanted, and pay the brokerage fees for making the investment transactions in the account. However, the brokerage would merely be holding the funds for the Social Security Administration of the government. The worker would retire and start collecting Social Security, and take distributions, just like from his IRA. The government would still continue to calculate the amount to which the worker would be entitled every month, and the SSA (through the brokerage) would pay it out. There could be special rules for a worker who bankrupted his ISSA, like by buying all stocks that went bankrupt– there would be some formula whereby his Social Security check would be reduced proportional to his losses.

  2. The proposal to offer the OPTION to new entrants into the workforce to establish a “partially privatized” account is a “no-brainer”! The mutual fund industry would just establish a new series of “minimally-managed” funds offering a few choices like: 100% Dow Jones stocks; 70% Dow Jones/30% 30-year T-bonds; or 30% T-bonds; 70% Dow Jones stocks. Administration expenses should be no more than 2%, and a person who so elects to establish such an account would come out FAR BETTER on his 4% investment than what the entire 12.4% SSA tax would now provide him with upon retirement.
    There has NEVER been a 35-year period between 1872 and 2000 at the end of which, the annualized returns did NOT exceed those promised by SSA. Over ANY 35-year period in this timeframe, the average annual return from a portfolio of Dow Jones shares was 6.4%.
    “Tweaking” will NOT make SSA actuarially sound, instead it will merely extend out into the future the point at which annual needs will exceed annual inflow of the SSA tax.