Why stop Social Security increases at age 70?

Sorry if this has been asked and answered, but I’m curious about the reasoning behind the rate of annual Social Security increases (currently something like 8%) stopping at age 70. I’ve been waiting to take my SS until I reach age 70 because I don’t need the income and 8% guaranteed is a pretty good rate to be earning. I figure that some people over 70 will die, and thereby forego the S.S. payments entirely, and those deaths should represent a savings to the government roughly equal to the money lost by 71 year olds collecting an additional 8%, 72 year olds collecting an additional 16% etc.

Even if my assumptions are incorrect (are they?), I’m sure that some lesser rate (6% after age 70, or 4%, or something greater than 0%) would make the books balance out.

My reasoning, if you’re interested, is simply that I like the 8%, don’t need the income, and am fearful of living until age 120 having spent my retirement money on liquor, loose women, and Metamucil, at which point I’d say to the government, “OK, I’ll take the money NOW, thank you very much.”

You seem to be asking two questions. Why 8%? And why age 70?

The very short answer is “The last time Congress passed a law on these points, 40 (!) years ago, that’s where the political compromise Ouija thingy stopped moving.”


A slightly more nuanced answer to the first question is that the 8% figure represents an actuarial break-even for the SSA at a particular assumed interest rate. Which interest rate was a reasonable one at the time the law was passed.

IOW, when the SSA did a NPV calculation on paying benefits starting at age 62, 65, or 70, and using actual longevity data from the public at large, and the particular interest rate they picked as a benchmark, 8% popped out of the equation. So from the SSA’s POV it didn’t matter when anyone, or everyone, took their benefits, it was a wash financially for SSA. At that assumed interest rate.

The gotcha for the SSA is that Congress did not write the law to revisit the SS benefit growth percentage as interest rates might have changed in the future. It was locked into the law. So during the last 20-ish years of very low interest rates, waiting to age 70 has been a one-way bet where the individual citizens win and SSA loses. In some hypothetical future era where interest rates are a bunch higher, the winning move for the citizens would be to start taking SS at age 62.

We are now in 2023 in an intermediate case where waiting to 70 is still a winning move, but not by nearly as much as it was before. Which way future interest rates will move is, of course, utterly TBD & hard to predict.


As to the age 70 decision, it’s a lot murkier, and much more political than actuarial / financial.

For the large number of Americans with little savings, they need to keep working until SS eligibility in order to eat & have shelter once their wages stop. Part of what SS does is permit the oldsters to retire rather than stay to die on the job, which retirement creates empty jobs sooner for youngsters to take sooner.

In an era of higher youth unemployment, encouraging shuffling the oldsters off to retirement is a way to address that. In an era of labor shortage, encouraging the wrinklies to stay on the job longer keeps the economy humming.

At the time the law was passed 40(!) years ago, age 70 seemed to be a reasonable upper limit that would drive the last of the low-wage holdouts out of the working economy and free up those jobs. Consider the difference in the type and quantity of low- and mid-wage employment available in the early 1980s vs the early 2020s and you quickly see how mismatched this decision is versus the current situation.

And, just as with the 8% thing, Congress did not include any language for them or SSA to revisit these age limits as the relative demographics and unemployment situation shifted in the future. So age 70 is now in effect a highly arbitrary decision that is not necessarily a good fit for today’s economy.


There is a third factor you did not mention. The so-called “full retirement age” or FRA.

When this whole law was passed, the FRA where you’re entitled to “normal” benefits, neither discounted nor augmented, was set to age 65 as it had been under prior law. So a person at that time could choose between benefits up to 3 years early and up to 5 years late vs “normal”.

The same law also introduced the sliding scale of FRA by year of birth, intending to both phase in later retirement gently with many years’ notice so folks could plan ahead, and also to insulate the then-current politicians from the voter backlash because they’d be retired before any voter actually experienced a later FRA 20-30 years hence.

Right now the FRA is 66 years 8 months for folks retiring now. It increases by two months every year. But the age 62 & 70 are unmoving boundaries. So now a person can chose between taking benefits between 4 years 8 months early up to 3 years 4 months late.

Under current legislation the moving FRA will stop in a couple years when it hits age 67. At which point the benefits options amount to up to 5 years early or 3 years late vs FRA.

Whether any of this is logical or well-suited to the current economic or demographic situation is almost immaterial. It is what it is, Congress is utterly constipated, and here it will stay until a crisis looms unavoidably.

Had Congress revisited this issue honestly every, say, 10 years since 1983, doubtless all these factors would have changed a time or three. But they didn’t and now any adjustments will be larger, more abrupt, and with less lead time for the affected individuals. Gee thanks Congresses.

Thanks for the detailed response, but I think I’m asking one question, namely, what’s the rationale behind the increases stopping at any age? As I said, it seems to me that there’s a certain offset in allowing older SS-eligible citizens to defer payment at an increased rate, whatever the rate and whatever the age. Some of them will die, reducing payouts, and some of them will accrue higher payouts and eventually collect, increasing payouts, and this could be balanced out to a net increase of zero, but instead we stop the increases at age 70. Why not let the recipients choose to collect SS or defer it at a higher rate? That’s my question.

Maybe it’s too early for a hijacker but it’s absolutely incorrect to say that waiting until 70 is a good bet for many people including those who don’t need the money.

Why’s that?

As I said, the “why” is simple. Congress has not chosen to enact legislation to do that. That is the only “why”.

Your logic is correct that there is some easily computable increase rate at which age 70 or 72 or 74 could balance out to a net zero impact on SSA’s finances. But until Congress permits or requires that calculation to be done, age 70 is where it’s at. End of Story.

You keep answering a question I’m not asking.

Essentially, you’re saying “Because Congress says so,” which is kind of obvious.

I’m trying to find out if they rationalize their decision to stop increasing SS payments at any age, rather than allowing the increases to continue as some potential recipients choose to defer (which as I say, seems to be, or could be, a zero sum game).

If I read you correctly, you’re implying that there is no rationale to stop increases at any point, including age 70, and it’s an arbitrary decision.

I am not a CFP. Talk to one for your situation. Let’s look at taking at 62 vs 70. Not including inflation, you don’t break even until you’re around 81 because of the eight years of getting paid rather than waiting.

If you don’t expect to live that long, you should take it early.

A very common example is a professional who retires before they are 62 and has most of their money in a 401k/IRA and will be living off of those tax deferred savings. Every dollar taken in SS instead of pulling out of the 401k is a dollar that is not taxed and remains invested.

Obviously if you have no savings and are not able to work, you’ll need the money now. You can’t wait.

There are, of course, situations where it’s best to wait also.

And I’m in such a situation, thanks for backing off your absolute statement above.

I didn’t back off from anything.

I was refuting the previous absolute statement that it’s always a good bet to wait.

Seems pretty absolute to me.

I’m not sure what the disconnect here is, bro.

Statement: it’s always a good bet to wait.

Refutation: that’s incorrect. There are absolutely situations where it’s not a good bet. Here are a couple of them.

He didn’t say its incorrect for everyone - he said it’s absolutely incorrect for many people , which doesn’t change because it’s a good bet for you. It absolutely is not a good bet for lots of people - those who cannot retire at their chosen age without taking their benefit , those who are better off in one way or another taking the SS benefit than taking the same amount out of a 401K * , those who are not confident they will live to the break even point and probably loads of others.

* If my husband and I can avoid taking $50K a year out of our retirement accounts because we start collecting SS at 62, that means there will be a lot more for our kids to inherit than if we delayed SS to 70 and withdrew from the retirement accounts.

The decision was made 40 years ago in the form of a law passed by Congress which mandated the increases stop at 70. I do not know the detailed rationale that the law-writers, the congressional committees, or Congress at large used to arrive at the final decision to stop the increases at age 70. Nor do I know how much simple political horse-trading between factions was involved. Nor how much it was a collective concern for how much headline change they could survive politically if they voted it in.

I have given some legit factors that almost certainly entered into first the policy calculus and then the later political calculus. After that I have nothing more to add. Sorry. Doubtless the records of study commissions, the committees, and the legislative history of the bill as passed are available in archives somewhere to anyone willing to search diligently. As would be some then-contemporary analysis by pundits of all stripes.

If the same law had contained requirements to revisit this stuff on a scientific basis ever since 1983 when the change was enacted, I fully expect the numbers including age 70 would have been revised since then. That they have not been is purely a political decision by Congress to not act.

That pissed me the hell off at the time. I was 18 and had been working and putting into the system since I was 15. No fair to change the rules on me! The people affected couldn’t vote when the discussion started. I fully expected them to keep moving the brass ring as I aged.

You’re talking about laws and regulations…there’s usually very little rationale. It was a compromise in order to pass the legislation.

Perhaps to keep people from using it as a nest egg for their heirs. Say you live to be 81 and don’t need social security to get by, so it just keeps increasing and your back payments become fairly large. You take it out at 80 and leave it to your heirs and then die at 81. A win for your heirs, but this was never the intent of social security. Rich people would be gaming the system this way and it would be a burden to keep paying out huge lump sums that didn’t benifit the elderly as it was intended.

The real reason doesn’t have anything to do with any individuals circumstance. If the government permitted continued increases, the social security program would have already become bankrupt. These are fiscal issues dealing with the ability of the Federal government to be able to meet it’s obligations.

There are no such thing as “back payments” under current legislation.

This is precisely what I’m questioning. The people who will choose to defer, and accept the annual increases when they choose to accept payment, will often die without collecting a penny, which should balance out. If doing so does in fact favor the recipients over the government, a rate of under 8% but more than 0%, can be found that will make it balance out.