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Article published Dec 23, 2004
Social Security: Comprehensive debate on a real problem needs to begin now

Social Security reform is a complex set of problems that won't be easily solved, but federal lawmakers should join President Bush in making it a priority.Bush announced last week that fixing the Social Security system would be a main goal of his second term. He wants Congress to begin the effort next year.The main problem with the Social Security system is that it will soon have too few workers paying into the system and too many retirees taking benefits out. In the 1950s, there were 16 workers for every retiree. Today, that ratio is three to one. Within 15 years, it will be two to one.The system will be spending more money than it takes in within 13 years. After that, the financial problems just get worse.Congress and the White House need to address the coming Social Security shortfall, and they need to reform the system so that this problem doesn't keep getting worse.Unfortunately, those goals aren't compatible.The best option for long-term reform would be to allow workers to contribute some of their payroll tax into personal accounts. The workers would own these accounts and could control the way they are invested.Personal accounts would be able to earn a much higher return on investment than Social Security and would give workers ownership and control of their money. And, in the long term, they would leave the system in much better financial shape.The problem is that in the immediate future, they would take money out of the Social Security pipeline, adding to the expected shortfall.The overall problem is to reform Social Security to solve the long-term fiscal problems while meeting the more immediate shortfall.Sen. Lindsey Graham, R-S.C., has proposed a solution worthy of consideration. He would minimize the impact of reforms on the budget or the need to borrow by eliminating a host of special tax loopholes for specific industries and by raising the cap on taxable Social Security income.Both may be politically difficult to pull off. But the second may be achievable. Under current law, only the first $87,900 in a worker's salary is subject to Social Security taxes. Raising that cap could generate significant revenue for the system.Making Social Security benefits subject to taxation also could help. Poor retired people who live on their Social Security benefits don't make enough money to have to pay anything despite such taxation. But wealthier recipients who have other sources of income would.All of these proposals should receive a full evaluation in Congress. The longer we wait to address these problems, the more difficult it will be.