Staggered Payout – Wall Street Journal – 10/29/16

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staggered-payouts

Staggered Payout

Estimates of lifetime taxes paid and projected benefits for sample couples retiring in 2020.

Estimates of Social Security tax and benefits are the present value expressed in 2015 dollars and assume an annual return of 2% above inflation.  They include both employer and employee portion of the tax but not income taxes on benefits owed by higher-income retirees. Lifetime benefit amounts assume workers and spouses live to at least 65.

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