Snapshots of What Happens When the Social Security Trust Fund Is Exhausted: Alternative Contingency Policies

Quickly apply original, key PMR-published papers with Snapshots—a short article companion that distills PMR research into compressed, digestible takeaways, so you can put the paper’s core ideas to work in your investment process—fast. This Snapshot article is based on research arguing that a temporary net-worth means test, adapted from Australia’s public pension plan and limited to beneficiaries ages 62–74, could close Social Security’s projected funding gap while protecting poorer recipients better than broad benefit cuts.

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Publication Details

Journal
Practical Applications
Published
2026-08-03
DOI
https://doi.org/10.3905/snp.2026.jor.004
Primary Topic
Financial Literacy, Pension, Retirement Analysis
Type
article
Field-Weighted Citation Impact
0.00
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article

Snapshots of What Happens When the Social Security Trust Fund Is Exhausted: Alternative Contingency Policies

Derived from original PMR research written by Robert F. Engle and Ahmet K. Karagozoglu using AI and an editor
Practical Applications
Financial Literacy, Pension, Retirement Analysis
article

Snapshots of What Happens When the Social Security Trust Fund Is Exhausted: Alternative Contingency Policies

Derived from original PMR research written by Robert F. Engle and Ahmet K. Karagozoglu using AI and an editor
article en

Abstract

Quickly apply original, key PMR-published papers with Snapshots—a short article companion that distills PMR research into compressed, digestible takeaways, so you can put the paper’s core ideas to work in your investment process—fast. This Snapshot article is based on research arguing that a temporary net-worth means test, adapted from Australia’s public pension plan and limited to beneficiaries ages 62–74, could close Social Security’s projected funding gap while protecting poorer recipients better than broad benefit cuts.

Practical Applications
No poverty
Openalex Percentile: Top 4%
Financial Literacy, Pension, Retirement Analysis
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