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Joe Minarik

Joe Minarik

Posted: July 14, 2010 11:50 AM

Social Security for Stimulus: The Trade of the Century

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The federal government and the economy are caught in a fiscal dilemma. The economy is stumbling to its feet after a bruising fall, and risks falling again -- harder, and with even worse consequences. There is a strong case that it needs support from a new economic stimulus program, and soon.

At the same time, the public debt has reached heights not seen for almost half a century -- from the immediate wake of World War II -- and is growing unsustainably. Chilled by signs of renewed financial crisis in some debt-burdened European countries, some policymakers and citizens say that the nation must draw a hard line -- now -- and borrow no further.

Squaring this circle requires a package deal: We need legislation now that reduces deficits in the future to convince financial markets that a near-term stimulus is within the bounds of budget responsibility.

So, how to achieve that future deficit reduction?

Realistically, our elected policymakers cannot now solve the entire long-term deficit problem in one go. As is widely understood, the key driver of future deficits is health care. Not only are the Congress and the White House suffering from health care fatigue, but as they have learned over the last two years, health care is devilishly complex. The work of those two years fell far short of the savings needed to "bend the curve" of health-care costs -- much less deal with the public debt. Health care must be truly reformed -- but it will not happen now.

So any deal now will be only part of a long-term deficit solution, but must be consistent with a long-term solution. And it must give something to each side in the budget and policy debate -- that is, it must be a politically viable compromise.

By those standards, the "cats and dogs" of the budget -- annual appropriations, and miscellaneous entitlement programs - are not large enough or malleable enough to provide sufficient savings to motivate a stimulus-and-deficit-reduction deal. And though taxes will almost certainly be necessary to slay the long-term deficit dragon, a package based on tax increases and stimulus spending today is not a compromise -- and will not happen.

So what is left? Like it or not, the only remaining large component of the future deficit problem is Social Security. Impossible, you say? We need to think about it.

Social Security is not the primary driver of the long-term budget deficit. But it is an important contributor. It also needs repair in its own right. According to the latest estimates of the Congressional Budget Office, Social Security revenues this year will fall short of benefits, and they will do so again in 2016 and continuously thereafter.

Unlike health care, the remedies for Social Security are well understood and comparatively easy to estimate. The number of prospective beneficiaries is known with reasonable precision. And future earnings, which are about as predictable as anything in this vale of tears, determine the program's receipts. The policy options to deal with both outlays and receipts have been explored and mapped over decades. So unlike the struggle over health care, the solution for Social Security awaits not the discovery of knowledge, but simply political will.

How can fixing Social Security be part of a compromise? After all, it is seen as a low-income program, and for that reason some on the political left try to block any reduction in Social Security benefits.

But the reality is that Social Security will be repaired -- it must be. Its advocates should be the first to recognize that and pursue it in ways that best protect low-income recipients -- which can be done, if the repair is properly designed.

In any case, there is broad consensus that any Social Security repair must not touch the benefits of current and immediate future retirees -- at least not those with anything resembling middle-class total incomes. Current retirees have nothing to fear.

Many advocates of Social Security argue that "the budget must not be balanced on the backs of the elderly." They must recognize that an underfunded Social Security system pushes the budget out of balance, and moving the system to adequate funding moves the budget toward balance. Fixing Social Security is a natural "twofer," and there is no unfairness in that. Failing to repair Social Security, by adding to future deficits and rushing Social Security itself to a financial train wreck, threatens the very interests of those who will rely on the program in the future.

Some Social Security advocates insist that the program not be touched because its trust fund is projected not to be exhausted until 2039. Sadly, this view reflects a misunderstanding of the purpose of the trust fund, and of budget economics.

The trust fund was created as a short-term buffer to cover benefits in economic downturns, not a reservoir to fund the system year after year. Drawing down the fund simply forces the Treasury to raise cash from the public -- i.e. borrow. That borrowing has economic effects no different from any other deficit.

But if Social Security benefits are to remain an adequate retirement foundation for low-wage workers, the system will need more tax revenues, not just benefit reductions. Also, if current beneficiaries are to be exempt from benefit reductions, and near-term future retirees are to receive fair warning so that they can adjust their plans for future work and saving, then protecting the trust fund from its troublingly early projected exhaustion demands a near-term replenishment -- a few years down the road, after the economy has recovered - that can come only from revenues. So compromise on Social Security must come from both sides, and this is where those on the right must give ground. And only if the outcome is a balanced, bipartisan deal will financial markets trust that the repair actually will take effect a few years down the road.

As for the near-term stimulus part of the package, we should set much higher standards than the first bill. That bill created some completely new programs (health care information technology, "Race to the Top" grants for schools) whose delivery of "stimulus" to the economy has been agonizingly slow, whatever their other merits. This time, we must stick to the quickest-moving stimulus vehicles: extended unemployment benefits, aid to the states, perhaps temporary tax cuts.

To be effective, stimulus -- enabled by an attack on the deficit -- must be enacted quickly. The President's Fiscal Responsibility Commission, which surely is considering Social Security as a part of its charge, could be directed to begin a negotiation now.

The reflex reaction of many in Washington will be that every element of this imagined stimulus-now-and-deficit-reduction-later deal is "dead on arrival." But here is the cold shower for every interested citizen, whether considering this idea or any other: If we do not resuscitate many "dead on arrival" deficit-reduction ideas, then our economy will be "dead on arrival" -- and distressingly soon.

 

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HUFFPOST COMMUNITY MODERATOR
Skepticat
Supporting skeptical felines everywhere
12:33 PM on 07/28/2010
To which the Committe for Economic Sanity replies:
The huge growing debt was not caused by social security which unless plundered by politicians is self financing. The cause is over 30 years of tax cuts and borrow, giveaways to corporations and the super rich, rewarding outsourcing, combined with over-priced wars of choice where billions are unaccounted for and spending more on military stuff than all other countries combined. One could add to the list a system where politicians can easily be "influenced" to shaft their constituents. Solution: Restore taxes on the rich to pre Reagan levels, re-regulate and tax corporations, cut military spending by at least 2/3rds and close 75% of overseas bases. Penalize outsourcing.
Require political candidates to put in 10 years of serving citizens - before they can run for office - maybe by then it could become a habit instead of a rare novelty - and public financing of elections with cruel and unusual punishments for those "influenced" by corporate coin. Term limits on supreme court justices - and of course politicians. Problem solved - next?
08:45 PM on 07/16/2010
Someone needs to check out the population of the next generations. There is going to be plenty of people working and paying into FICA for the next retiree generations, plus there will be some left of the money put in the surplus to help pad their accounts.
09:34 AM on 07/16/2010
It is illegal for Social Security to borrow money, it can only lend any surpluses to the treasury. So it is impossible for Social Security to have caused a single penny of the the current deficits or any of the current debt of the country.

Since so many wish to use Social Security funds to balance the budget to pay for tax cuts and an AMT fix and war funding then I propose we elimitante the trust fund and the payroll tax and fund Social Security out of the income tax.

Why should we continue using a regressive tax if politicians and others simply veiw our payroll taxes as money for them to spend on anything they wish!!!!
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Joseph-Ohio
09:01 PM on 07/15/2010
We don't need stimulus - we need CRITICAL CARE ! Fix the domestic economy by promoting domestic manufacturing and industry and it's subsidy over foreign (even enemy / potentially hostile) states' interests. Tariffs. Rebuild OUR manufacturing / industrial base and economy which will give our service sector something to service and will continue to fund necessary social programs like Social Security and Health Care Reform.
06:39 PM on 07/15/2010
As had been said already by some commenters here- the SS system has been raided by government for whatever they want. It's time to make the corrections also listed- stop the 2 wars, let the tax cuts on the rich expire and quit kissing the a$$e$ of big banks and corporations.
02:20 PM on 07/15/2010
hard to tell if Minarik is another of the Big Liars or just confused.

Social Security has nothing to do with the deficit, now or ever. It pays for itself. It the next generation lives longer than the last it will need to pay for its longer life expectancy with a tax raise that amounts to 20 cents per week each year while wages are going up ten dollars per week per year.

but they want you to "compromise." tell the young..who are too stupid to know... that they will have to work until they are ready for the rest home, so they can save themselves 20 cents per week.

the math is correct, even if you find it hard to believe. the only reason i can think of that they want to kill social security is they don't like workers having the right to say... "it's my retirement, i paid for it myself, so take your job and ... give it to a younger person who needs it."
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04:51 PM on 07/15/2010
he's pete peterson's man.
02:02 PM on 07/15/2010
It is incredible what the toxic mix of politics and corruption has had on the brains of the ruling elites. Just when the country desperately needs a bold massive program of infrastructure the administration and the republicans are coming together under the guise of a deficit commission to further weaken the middle class and drive us into depression. It doesn't mattter that a large majority of people want action on unemployment instead of attacking what is left of the safety net. Politicians should prove their good faith by cleaning up the corruption, stop subsidizing the richest corporations and cut the so called defense budget in half before talking about social security and medicare and maybe people will listen.
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HUFFPOST SUPER USER
ProfessorDuh
01:50 PM on 07/15/2010
Cut the Pentagon's uncounted, unaccountable budget by three-quarters, for starters. Problem solved.
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11:22 AM on 07/15/2010
Better idea.
Tax hikes for those who profited from the bailouts, the rich.
And, remove the SS cap.
nothingchanges
too soon old, too late smart
09:42 AM on 07/15/2010
Health care is not "devilishly complex". It's really relatively simple. The United States pays nearly twice as much for health care per person as other industrialized countries. The United States is the only industrialized country where profit is the primary driver of the health care system. Connecting the dots is child's play, (are you smarter than a 5th grader)?

There are two ways to balance a budget. Raise revenue, cut spending. Why do we always hear that social services are going to break the bank, yet so few will concede that having the wealthiest of our citizens pay a lower tax rate (by half) then the middle class is patently unfair. (On the other hand it shows we DO have at least some honest politicians, they stayed bought) How about TWO unwarranted, expensive, and unfunded wars?

Maybe you can't get blood out of a turnip. But some will try, and try, and try again. Anything to avoid making the painful, logical, ultimately necessary decision that in order to get out of this financial mess, everyone will have to pitch in and do their fair share, including the rich.

Can't afford unemployment benefit extensions? Wait until the unemployed lose everything and are forced to go on welfare. See what that does to "balancing the budget". America, "Land of the free, Home of the brave" is fast becoming "Land of the bought, home of the apathetic".
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HUFFPOST SUPER USER
allenwsmith
09:25 AM on 07/15/2010
The deficit-reduction commission does have a legitimate function as the nation tries to come to grips with a dire financial condition that has been decades in the making, Most programs, that are financed with general tax revenue, should be on the table and should be candidates for possible cuts. But Social Security does not fit into that category. It is not financed with general tax revenue, and it has run budget surpluses for the past 25 years. The deficit commission should restrict its jurisdiction to the items in the general budget that are financed with general fund revenue. It would be a grave miscarriage of justice for an appointed commission and a lame-duck Congress to make changes in a program that has been successful and popular for 75 years.
Allen W. Smith, Ph.D.
Website: www.thebiglie.net
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jeffrey678
You don't happen to make it. You make it happen.
08:33 PM on 07/16/2010
allenwsmith, you need to contact the editor on here, you have gotten more votes than that. Mine got stuck on 9 votes and didn't change for months. I used the 'contact us' below and asked them to check it out. My votes started going up a lot.
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allenwsmith
09:22 AM on 07/15/2010
The American people are being subjected to a fear-mongering, propaganda campaign, that is designed to stampede them into accepting cuts in Social Security benefits that they would never agree to, if they knew the truth about the program. For the past 25 years, the government has used the surplus Social Security revenue, generated by the 1983 payroll tax hike, for non-Social Security purposes. Now, because the government does not have the money with which to repay the $2.5 trillion debt, it is hoping to use the deficit commission as the vehicle with which to sweep the evidence of its misdeeds under the rug, default on its debt to Social Security, and cut benefits. It is one of the most devious plans ever concocted to thwart the will of the democratic majority. It would be a mockery of the American political system for the opponents of Social Security to prevail in killing or weakening Social Security, after 75 years of unsuccessfully trying to do so, only because of a backdoor approach that involves an appointed commission that meets behind closed doors to make a recommendation that would then be rubber stamped by a lame-duck Congress, many members of whom have just been fired by American voters.
Allen W. Smith, Ph.D.
Website: www.thebiglie.net
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ProfessorDuh
01:51 PM on 07/15/2010
I'm a fan. Always been one.
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HUFFPOST SUPER USER
allenwsmith
09:20 AM on 07/15/2010
Opponents of Social Security have been trying to destroy the program since it was enacted into law in 1935, and they are closer to achieving their goal today than ever before. Those who oppose Social Security do so for philosophical reasons—not because the program does not work. Voters have demonstrated their support for Social Security, as it now exists, over and over, during the past 75 years, despite ongoing efforts, by a vocal minority, to kill the program. Unless, and until, voters change their minds, and choose to make changes through the normal procedures provided by the Constitution, no changes should be made.
Allen W. Smith, Ph.D.
Website: www.thebiglie.net
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HUFFPOST SUPER USER
allenwsmith
08:40 AM on 07/15/2010
All the talk about cutting Social Security in order to reduce the deficits ignores the most serious and urgent Social Security problem--the fact that the government has "borrowed" or "stolen" every dollar of the $2.5 trillion generated by the 1983 payroll tax hike.

Social Security was fixed in 1983 with a hefty payroll tax hike that required the baby boomers to prepay most of the cost of their benefits. That fix would last until at least 2037, IF the intent of the 1983 legislation had been followed. Social Security payroll tax revenue will fall short of benefit costs annually, beginning in 2016. This was planned for in the 1983 legislation. The payroll tax hike has generated $2.5 trillion in surplus revenue that was supposed to be saved and invested in real marketable Treasury bonds. If the plan had been followed, Social Security would now have $2.5 trillion in “good-as-gold” marketable Treasury bonds in the trust fund. Instead, every dime of the Social Security surplus has been spent and replaced with non-marketable IOU’s, which are akin to a note that a bank robber might leave behind in the empty bank vault, stating how much money he has stolen. Please visit my website at www.thebiglie.net to learn more.
Allen W. Smith, Ph.D. Professor of Economics, Emeritus, Eastern Illinois University
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ProfessorDuh
01:57 PM on 07/15/2010
Real intellectual ammunition here.
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HUFFPOST SUPER USER
allenwsmith
08:12 AM on 07/15/2010
SOCIAL SECURITY IS NOT CONTRIBUTING TO THE DEFICIT PROBLEM!

Social Security is a separate “off-budget” program that does not receive money from the general revenue fund. It is funded exclusively by payroll tax contributions (FICA taxes) paid by working Americans. It is supposed to be its own piggy bank that uses its own money to pay its own expenses. It does not borrow from the general fund or spend general fund tax revenue. It has not contributed a dime to the federal budget deficit. On the contrary, over the past 25 years, Social Security has taken in $2.5 trillion more than it has spent. If that $2.5 trillion had not been “embezzled” by the government, and used to pay for wars and other government programs, the Social Security trust fund would have enough money to pay full Social Security benefits until at least 2037 without any action being taken.

Allen W. Smith, Ph.D.
Website: www.thebiglie.net