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Romney Calls for Higher Taxes on the Wealthy and Future Entitlement Changes to Head Off Social Security Crisis

The retired Utah senator says revenue from the wealthy is needed to avert a 2034 Social Security shortfall projected to trigger roughly 23 percent benefit cuts.

Overview

  • In a New York Times op-ed, Mitt Romney proposes raising the FICA payroll tax income cap (now $176,100) and closing large tax advantages for the ultra-wealthy, including limiting step-up in basis for mega-estates over $100 million, tightening 1031 exchanges, and reviewing carried interest and SALT for the very rich.
  • On spending, he urges means-testing Social Security and Medicare for future beneficiaries and linking eligibility ages to life expectancy, while rejecting benefit cuts for current or near retirees.
  • He warns the Social Security Trust Fund is projected to be exhausted in fiscal 2034, which actuaries estimate would trigger about a 23% reduction in scheduled benefits without congressional action.
  • Romney acknowledges that higher taxes can slow growth but argues his targeted measures would have relatively small economic effects and would address fairness concerns tied to wealth concentration.
  • The op-ed drew quick praise from many Democrats and progressive commentators and criticism from conservatives, including Sen. Mike Lee’s office, marking a notable break with GOP tax orthodoxy and prompting debate but no legislative moves.