America First Retirement Act · Executive Summary

Real ownership.
Real wealth.
Real security.

A proposal to replace Social Security with individually owned retirement accounts — building private wealth for every citizen while retiring the national debt.

Conservative model · 8% accumulation / 4% distribution Optimistic case · 10% accumulation Nominal dollars · 2026–2075

The system at maturity — Year 50 (2075)

$391T
Private wealth owned by individuals in their own accounts
$87T
Net government surplus after every obligation is paid
$0
National debt — fully eliminated by Year 38
$57T
Social Security paid in full to the protected generation
01

What the Act does

Instead of depending on a government promise, every citizen builds wealth in an account that grows, compounds, and belongs to them — and passes to their heirs.

Contributions stay at today's 12.4% rate, but the money flows into the worker's own diversified portfolio rather than a pooled trust fund. Citizens receive a $5,000 seed at birth, and young workers who opt in during the transition receive up to $10,000. There are no IOUs, no pooled insolvency risk, and no benefit cuts looming on the horizon.

Source 01

Government seed

$5,000 at birth
$100/month to age 18
Under 25 at start receive up to $10,000 in seed funds (depending on age)

Source 02

Contributions

Same as today — 12.4% of earnings, no wage cap, deposited straight into the worker's account.

Source 03

Market growth

Age-based index portfolios, modeled at a conservative 8% during accumulation against a 10% optimistic case — in line with long-run equity returns.

02

What it means for one worker

A median earner accumulates a multi-million-dollar account over a career — and draws a retirement income roughly fifteen times what Social Security promises.

Account balance for a median worker ($75k/year, with birth account)

Conservative 8% accumulation, shown against the 10% optimistic case. Nominal dollars at retirement.

$0$3M$6M$9M$12M$15M$18M 2232425262 Age $7.39M $17.0M
Conservative — 8% (AFRA projection)Optimistic — 10% (long-run equities)

Monthly retirement income — AFRA vs. Social Security

After the 15% distribution tax, by income tier. Conservative 8% case.

Low · $35k/yrMedian · $75k/yrHigh · $150k/yr $23,609$1,500 $35,229$2,400 $57,017$3,800
AFRA monthly paymentSocial Security monthly
03

Debt down, wealth up

The same engine that builds private accounts runs a government surplus large enough to retire the national debt — then fund infrastructure and tax relief.

National debt

$36T → $0 by Year 38

$40T$20T$0Yr 0Yr 38Yr 50

Individual wealth

$0 → $391T by Year 50

$420T$210T$0Yr 0Yr 25Yr 50

The arithmetic of the conservative model: $148.69T of revenue over 50 years against $61.74T of cost — covering every Social Security benefit owed to the protected generation — leaves an $86.95T net surplus, alongside the $391T that sits in individuals' accounts.

The 50-year ledger

Revenue, less costs, equals the net government surplus — separate from individually owned assets.

Revenue$148.69T Costs$61.74T Net surplus$86.95T Held separately by individuals in their own accounts: $390.8T
The key insight: the surplus that retires the debt and the wealth that fills private accounts come from the same contributions — the system pays for itself while making participants owners.
04

How the transition runs

Stand the system up while honoring every existing promise, cross into surplus, then pay down the debt and return the proceeds.

Year 12026153M enrolledsystem launches Year 252050Break-evenrevenue > cost Year 382063Debt-free$36T retired Year 502075Full maturity$391T assets

During the build-out, both systems run at once: current retirees and the protected generation (age 56+ at enactment) keep full Social Security, while new workers enroll in AFRA. That overlap is the source of the early-year deficits — a planned, front-loaded investment that the surplus years repay several times over.

Where the surplus goes after the debt is gone (Year 38+)

Reverts automatically to 100% debt reduction if the national debt ever climbs back above $1T.

50%Infrastructure — roads, bridges, water, broadband 50%Income-tax relief — returned to taxpayers
05

AFRA vs. Social Security

FeatureAmerica First Retirement ActSocial Security
OwnershipIndividual account you own and pass onGovernment promise, no ownership
Median monthly benefit~$35,229 (median earner, after tax)~$2,400 (median earner)
Balance at retirement$7.39M (median, with birth account)$0 — no account
SolvencyFully funded, self-sustainingTrust fund shortfall projected mid-2030s
InheritancePasses to heirs; dependents protectedNothing transfers to the estate
Effect on national debtRetires $36T debt by Year 38Adds to long-run obligations

Assumptions & basis

All figures derive from a single source-of-truth model. Conservative case: 8% annual return during accumulation, 4% in distribution; optimistic case: 10% accumulation — both nominal (not inflation-adjusted), with 2% annual wage growth, over a 50-year horizon beginning 2026. Individual outcomes assume a median $75,000 earner who is a citizen from birth ($5,000 seed plus $100/month to age 18) and contributes the mandatory 12.4% from age 22 to 67; monthly income is the balance annuitized across age 67–90 at 4%, after the 15% distribution tax. System-level figures are a transparent first-version projection; the macro assumptions (participation ramp, Social Security wind-down, death recapture) are documented in the model and open to calibration. Projections illustrate the proposal and are not a forecast.