Updated
Updated · The Motley Fool · Jul 6
Social Security Benefits Lose 13.7% Buying Power in 10 Years as COLA Formula Misses Retiree Costs
Updated
Updated · The Motley Fool · Jul 6

Social Security Benefits Lose 13.7% Buying Power in 10 Years as COLA Formula Misses Retiree Costs

3 articles · Updated · The Motley Fool · Jul 6

Summary

  • A Senior Citizens League report found Social Security benefits lost 13.7% of their purchasing power over the past decade, despite annual cost-of-living adjustments.
  • The erosion stems from COLAs being tied to CPI-W, which tracks working households and gives less weight to healthcare costs that consume a larger share of retirees' budgets.
  • Advocates want COLAs based on CPI-E, a Bureau of Labor Statistics index for households age 62 and older that generally shows inflation more in line with seniors' expenses.
  • Lawmakers have hesitated because CPI-E remains an experimental index and because larger COLAs could worsen Social Security's financing strain, with broad benefit cuts possible in about six years.

Insights

How can retirees protect their savings when healthcare costs are outpacing Social Security's annual adjustments?
With a 25% benefit cut looming, which proposed reforms could save Social Security before its 2033 deadline?