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Cost-of-Living Adjustment (COLA)

By: Sahil Luthra

American Street

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Cost-of-Living Adjustment (COLA) 

To counteract the effects of inflation in the economy, an increase is made to Social Security and Supplemental Security Income (SSI). This increment is known as cost-of-living adjustment (COLA).

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Cost-of-Living Adjustment  

COLAs are typically equal to the percentage increase in the CPI-W for a specific period. The Consumer Price Index (CPI) represents the average prices of a collection of goods and is used to measure inflation 

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Social Security Benefits  

The COLA for 2022 is 5.9%, which means if someone received $10,000 in Social Security benefits in 2021, their 2022 annual benefit would total $10,590.

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History of Cost-of-Living Adjustment  

During the 1970s, the inflation was high, therefore compensation-related contracts, real estate contracts, and government benefits used COLAs to protect against that high inflation. 

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History of Cost-of-Living Adjustment  

Since 1983, COLA depends up on the CPI-W from the third quarter of the previous year to the third quarter of the current year. 

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History of Cost-of-Living Adjustment 

Before 1975, the Congress used to approve any increase in Social Security benefits through special legislation. In 1975, Congress agreed for a COLA provision to offer automatic yearly COLAs based on the annual increase in the CPI-W.

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The COLA Formula

The COLA formula is calculated by applying the percentage increase in the CPI-W from the third quarter of one year to the third quarter of the following year.

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COLA Components

COLA is reliant on two components: the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) and the employer-contracted COLA percentage.

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Effect of COLA on Medicare

In case of no COLA increase, Medicare Part B premiums remain the same for beneficiaries who get the premiums deducted from their Social Security checks.  

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Point To Note

If inflation is low, the recipients do not receive a COLA. If there is no CPI-W increase, then there is no COLA increase.

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Some Consideration

Some employers occasionally give a temporary COLA to employees who are required to perform work assignments in cities with a higher cost of living than their home city.

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