Dear Mr. Krugman

The New York Times

Dear Mr. Krugman,

          Well, Mr. Krugman, I agree with your commentary "Social Security: Where federal government excels;" in which you extol the concept & benefits of social security - except . . . well, there are some problems.

On face value, it appears the Social Security Trust fund is NOT in immediate danger of going broke.  The 2013 calendar year Trust Fund Report submitted on July 28, 2014 to Congress indicates the fund took in $855 billion and spent $823 billion leaving a $32 billion surplus to be added to the Trust Fund Assets bringing the total to more than $2.764 trillion.  Of the $855 billion income, $752 billion was non-interest income and $103 billion was interest earnings. 

The real problem is the Social Security Trust Fund has no actual cash because several generations of political leaders replaced all these funds with Treasury notes and IOU's.  The "Feds" simply cannot keep their hands off the excess pension funds, which, in fact, were treated as another form of tax income.  But now that the surplus comes from the interest on the treasury notes our government provided, the "free" ride is over and the Fed is forced to pay the difference out of pocket.  Accordingly, any need to draw money from surplus assets would require more government borrowing of funds to pay for the funds already borrowed  -  or raising taxes which would result in Social Security benefits being taxed twice.

Proper management of the Social Security Trust would prohibit government borrowing of trust funds and instead allow investment in the private sector.

Suppose someone, who averages at least $40,000. per year and OASDI contributions (12.4% 50/50 with employer), has his Social Security deductions invested in some form of private sector secured investments drawing, let's say, 5.5% interest.  At the end of 30 years - including compounded interest - his retirement principal would be $379,463.90 and would provide annual interest of $20,870.52 or $1,740 per month.  Obviously, those who earn more would get a greater return. 

Because this pension fund is providing benefits from interest on investments, it would no longer matter how long the retiree lived, and, as retirees die off, their investment principal would continue to provide income to the trust.  Eventually, Social Security funds would catch up with pension demands and allow pension payments based on what was actually paid in.   Accordingly, this fund could grow to massive proportions allowing excessive reserves to assist in Medicare expenses.

Obviously, this change is too simple to consider. 

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April 2015

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