Tuesday, December 3, 2013

From The Archives 3 - The BEST Mod Plan Factsheet

From The Archives 3 - The BEST Mod Plan Factsheet

Today, I am reprinting a Factsheet from November 11, 2010:



The Balanced, Equitable, Solvent, Tested (BEST)
Social Security Modernization (Mod) Plan


Overview

  • The BEST Social Security Mod Plan is superior to other Social Security solvency plans because it does not raise the retirement age, does not reduce benefits, and it does not privatize Social Security.

  • It works by updating the definition of work and earnings and adding new classes of workers to the list of those who pay Social Security payroll/self-employment taxes.

  • It corrects a defect in the law which causes many high earners to pay income taxes at lower rates than low and mid income workers.

  • It adds progressivity to the Social Security payroll tax rate, creating a three tier system, and also corrects a defect in the law which prevents the Social Security wage base from increasing during periods of low inflation and stagnant wages.

  • It does not eliminate the income wage cap, nor does it significantly raise it. While eliminating the income cap would bring more revenue into Social Security coffers, it would also significantly increase the amount of benefits paid out to these high earners, creating an acceleration of cash outflow from the Social Security trust funds.



New Sources of Program Revenue

  • Requires non-covered state and local governments to pay Social Security taxes for new employees during their first five years of employment. This insures that these workers will be covered for Social Security disability benefits during the transitional period when these workers are not yet vested in the state or local retirement plan.

  • Requires rental income from all real estate rentals to be subject to Social Security taxes.

  • Requires short term-capital gains to be taxed as wages or self-employment earnings. These investors are working and should be required to pay taxes at the same rates as other workers.

  • Redefines short term capital gains to be all investments held thirty or fewer months, an increase from the current twelve month rule.

  • These newly defined forms of Social Security Earnings would be subject to both the Social Security payroll/self employment tax and paying income taxes at the current marginal tax rate instead of the lower long term capital gains tax rates.


Making The Program More Progressive

  • Lowers the payroll tax rate for employees/self-employed whose total annual earnings are at or below the federal minimum wage level from 7.65%/15.3% to 4.65%/9.3%.

  • Increases the payroll tax rate for that portion of wages which exceeds the 2010 wage cap from 7.65%/15.3% to 9.65%/17.3%. This higher tax rate will apply to only that portion of earnings which exceed the 2010 wage cap over a rolling ten year period. After ten years, the 2011 portion which exceeded the 2010 level will revert to the original 7.65%15.3% rate. Rather than removing the wage income cap, this will serve to increase revenue without causing benefits to be increased.

  • Corrects a defect in the law which caused the income cap to stagnate for 2010 and 2011, by recommending corrective legislation which increases the wage income cap to increase annually by the higher of either the current methodology or by the average of the ten previous yearly increases from 2000 to 2009 or the last ten years. Using the figures from these ten years, the 2011 wage cap base would increase by $3,420 from $106,800 to $110,220.


What The BEST Social Security Mod Plan Accomplishes

  • One effect of the BEST Social Security Mod Plan is that low earnings, part-time, younger & older workers as well as many small start-up businesses will get a payroll tax break. This will encourage these workers to enter or stay in the workforce and will help to inspire Social Security program confidence.

  • Adding a payroll higher tax rate to only that portion of earnings which exceed the wage base or cap over a rolling ten year period will increase program revenue without triggering higher benefit outlays.

  • The three new types of work and earnings subject to the payroll/self employment tax will provide an additional source of program revenue, and provide a source of additional federal income tax revenues without the consideration of whether or not to extend the Bush tax cuts.

  • Improves the long-term solvency of the Social Security program.


Join the Best Social Security Mod Plan Team!




November 11, 2010

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