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Culture War Roundup for the week of October 2, 2023

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against the risk of dumb people ending up with less retirement savings than they get under the current system.

Do we want a larger share of power and capital in the hands of dumb people?

Similarly, the "funding solutions" you consider all involve taxing labour more, in order to make it easier to have extended idleness for increasing proportions of people's lives. You don't have to be a fanatical Lafferian supply-sider to see this as part of a general slide of the US economy into stagnation and gerontocracy. As Western Europe has already experienced, social democracy via tax-and-spend plus regulation ends up in a trap of stagnation that is politically hard to escape:

https://danieljmitchell.wordpress.com/2022/02/05/comparing-economic-growth-united-states-vs-europe/

(Note that much of EU growth is catch-up growth in the especially backward Eastern European economies like Poland, the Czech Republic, Romania, Bulgaria, and the Baltics. Western European growth is slower.)

Do we want a larger share of power and capital in the hands of dumb people?

I'd like for them to be provided for in retirement! Certainly better than them being up-in-arms against their poverty, even if it's self inflicted. The problem is much larger than a cohort of dumb people at the bottom of the population as well, insofar as you trust self-reported surveys, various studies are always showing that even surprisingly numbers of well-off people report living paycheck-to-paycheck (25% of people making over $200k, 30% of people making over $250k). If these were middle income folks I would happily accept the counter that raising their payroll taxes would make this worse, but if even the Americans with the most disposable income don't save any of it, it's hard to imagine this would be better in a less-guaranteed retirement system.

Similarly, the "funding solutions" you consider all involve taxing labour more...As Western Europe has already experienced, social democracy via tax-and-spend plus regulation ends up in a trap of stagnation that is politically hard to escape:

These just aren't very high taxes on labor. 0.3% isn't going to bring us to anywhere near Europe. I'll note that even if we were, the Scandanavian countries are the pretty central example of high taxes on labor/consumption, low taxes on capital, and have done some of the best in terms of keeping pace with the US.

But we could even skip that and go with option 2 and only tax the top 5% of laborers. If you'd rather fund it by taxing capital I'm fine with that too. But even the conservative Tax Foundation agrees payroll taxes are more efficient than taxes on capital:

due to the inelasticity of the supply of labor, payroll taxes generate a comparatively small amount of deadweight loss compared to other forms of taxation. This means that payroll taxes lead to a relatively small amount of economic inefficiency, since the quantity of labor in the market does not dramatically decline as a result. Overall, payroll taxes do much less economic harm than taxes on capital. This is evidenced by our analysis of Senator Bernie Sanders’ tax proposals, whose payroll tax rate increase raised nearly four times as much revenue as his proposed increases on capital gains and dividends, but with a fourth less of the impact on GDP.

We've also been pretty committed to keeping entitlements funded via payroll tax partially because it's the least unpopular tax, since people see it more as an investment.

We've also been pretty committed to keeping entitlements funded via payroll tax partially because it's the least unpopular tax, since people see it more as an investment.

Yes, because social insurance has been sold as if it's an insurance programme.

Certainly better than them being up-in-arms against their poverty, even if it's self inflicted.

So your principle is that, if someone threatens you after they suffer the consequences of bad decisions, then you'll give them what they want?

The problem is much larger than a cohort of dumb people at the bottom of the population as well, insofar as you trust self-reported surveys, various studies are always showing that even surprisingly numbers of well-off people report living paycheck-to-paycheck

This falls foul of the Lucas Critique: you're inferring saving behaviour under Policy Regime A from behaviour under Policy Regime B, when a switch from B to A would change the incentives for saving behaviour. Insofar as people have guaranteed consumption in retirement, it makes sense for them to save less now.

These just aren't very high taxes on labor. 0.3% isn't going to bring us to anywhere near Europe.

Not in itself, but my point was it's another step in that direction. And such steps can be aggravating: by reducing take-home pay of workers, you decrease their incomes relative to their expectations; maybe they respond by demanding more generous tax credits; perhaps these are funded by an increase in taxes on capital; perhaps these deadweight losses lead to slower growth, which requires higher payroll taxes to keep Social Security going...

Social democracy in Europe evolved by a series of steps, most of them seemingly modest in themselves, but ending in stagnation that is extremely difficult to escape, because escape requires pissing off huge numbers of people. The dogmatic and often boneheaded American prejudice against taxation, while often leading to decisions that seem stupid in context, has been tremendously successful in the long-run. This is an example of time-inconsistency: doing the optimising thing at each stage in a process can lead to suboptimal long-run outcomes, whereas precommittment (or equivalently, an irrational dogmatism) to a dogmatic rule can lead to better outcomes. So, even if a 0.3% rise in payroll taxes seems rational now, it weakens the US's culture that has avoided a slide into the relative stagnation of European social democracy.

(Of course, someone might argue that European social democracy is preferable even given this relative stagnation, but that's a different argument. My thesis is only that funding Social Security via increased taxation is one more step in that direction, and that that direction is not without costs.)

So your principle is that, if someone threatens you after they suffer the consequences of bad decisions, then you'll give them what they want?

My principle is that if you can 100% count on people to mess up, prudence suggests preparing in advance. To not do so is poor governance.

This falls foul of the Lucas Critique: you're inferring saving behaviour under Policy Regime A from behaviour under Policy Regime B, when a switch from B to A would change the incentives for saving behaviour.

Well, that was why I tried to look into real world examples of what the system looked like in practice. Per the quote in the Brookings Report: “the system [in Chile, Mexico, Peru, El Salvador, Colombia, Argentina, and Bolivia] has done little to stimulate voluntary savings; few workers have channeled additional resources to their accounts.”

(Of course, someone might argue that European social democracy is preferable even given this relative stagnation, but that's a different argument.

I would be one of those people in favor for social democracy, partially because I’m pretty unconvinced taxation is really the root of their slower growth. Europe has had consistently high taxes than America for a long time but the divergence is only in the last 20 years, if anything a period marked more in Europe by slightly falling taxes. But as you say, that’s another argument.

My thesis is only that funding Social Security via increased taxation is one more step in that direction, and that that direction is not without costs.)

Sure, no disagreement there, my position is just that cutting SS by almost a quarter also has costs, and they seem larger to me than a small tax raise.

My principle is that if you can 100% count on people to mess up, prudence suggests preparing in advance. To not do so is poor governance.

Granted, but your previous argument was not "preparing for people to mess up" but that one should cater to irresponsible people, if they will be "up in arms" about having outcomes that disatisfy them.

Well, that was why I tried to look into real world examples of what the system looked like in practice. Per the quote in the Brookings Report: “the system [in Chile, Mexico, Peru, El Salvador, Colombia, Argentina, and Bolivia] has done little to stimulate voluntary savings; few workers have channeled additional resources to their accounts.”

My point is that "living from paycheck-to-paycheck" doesn't mean that these people won't save more for their retirement under a different system. Whether they save enough depends on how smart and self-disciplined they are.

Additionally, the evidence cited in the quote doesn't do much to support the quote's conclusion: you'd need to look at the overall savings rate (ceteris paribus) to make such a causal inference, not just one category of savings (the retirement accounts).

Europe has had consistently high taxes than America for a long time but the divergence is only in the last 20 years

The divergence in growth rates is recent. The divergence in levels is much older for most Western European economies:

https://fred.stlouisfed.org/graph/?g=19QJO

Note how Germany actually caught up with the US by 1975, but then fell behind again. Also, events in social science are rarely monocausal, so it's not so much "Western European taxation causes slower growth than the US" but "Western European taxation and regulation are part of a set of factors that tend to leave them indefinitely stuck behind the US." Of course, there are exceptions like Norway, but planning on the basis of a massive natural resource boon isn't a development policy; it's closer to a prayer to God.

Sure, no disagreement there, my position is just that cutting SS by almost a quarter also has costs, and they seem larger to me than a small tax raise.

It's doesn't have to be either/or. An equal increase in the solvency of the system through tax rises and spending cuts (later payment age, slower uprating with inflation etc.) could be a reasonable compromise.

Granted, but your previous argument was not "preparing for people to mess up" but that one should cater to irresponsible people, if they will be "up in arms" about having outcomes that disatisfy them.

It feels like a distinction without a difference to me tbh, it's just a different way of wording the same policy need that we'll always have to deal with.

My point is that "living from paycheck-to-paycheck" doesn't mean that these people won't save more for their retirement under a different system. Whether they save enough depends on how smart and self-disciplined they are.

Them living paycheck to paycheck is less a particular reflection on SS and more on their spending habits with the money they do have control over; this seems like as good a starting place to make assumptions about how smart and disciplined the best of us are going to be with more cash in hand.

But really, this is part of why I wrote this post in the first place. We don't know fully what people will do under an alternative system, so it makes sense to look at examples of how that system looks in practice. If we note their savings accounts are worse, that certainly shouldn't upgrade our priors to thinking private retirement accounts will help us either.

Additionally, the evidence cited in the quote doesn't do much to support the quote's conclusion: you'd need to look at the overall savings rate (ceteris paribus) to make such a causal inference, not just one category of savings (the retirement accounts).

For the purpose of this discussion it seems most relevant to me whether or not they made use of the retirement savings, but fair enough. The best I can find for personal savings rates is for Latin America overall:

Saving rates in Southeast Asia have been on an upward trend over the period, while in Latin America the trend has been downward...

Government saving crowds out private saving only partially; social security expenditures are associated with lower private saving, and the fully funded pension schemes (which exist in some of the countries in the sample) generally have a positive effect on private saving.

Here's a little closer to the present and after all of these countries went through their SS reforms that seems to say the same thing about overall national savings (which correlates with private savings):

Latin America was the only region that exhibited lower savings in the early 2000’s as compared to the second half of the 1990’s. The gap in national savings rates between Latin America and East Asia widened to about 20 percentage points during 2000-03 from about 18 points in 1990-1994.

Public savings can be a mechanism to spur national savings given the empirical evidence showing that an increase in public savings is less than fully offset by a decline in private savings...

The association between savings and a private pension system has also been found controversial as it depends largely on fiscal policy developments and consumers’ reaction.

Note that you can look at the specific countries that reformed their SS (Chile, Colombia, Bolivia, Mexico, Peru, El Salvador, Argentina) on pages 12-15, though unfortunately they're not modeled on a chart for easy comparisons with other countries.

Also, events in social science are rarely monocausal, so it's not so much "Western European taxation causes slower growth than the US" but "Western European taxation and regulation are part of a set of factors that tend to leave them indefinitely stuck behind the US."

Sure, in the inverse, the multifactoral nature of growth is what makes me so suspicious of the original claim that we should be confident European higher government size is the main, or even primary factor here. I don't often see much attempt to isolate those affects, or to account for the fact that many of the countries that have maintained the highest tax levels, like the Scandanavians, have also maintained the highest growth rates (the graph I linked above was supposed to include all of the OECD growth rates, not just Sweden's - sorry about that). Heck, America's own government as a percent of gdp has been moving steadily up forever and we seem to have mostly just gotten richer.

Note how Germany actually caught up with the US by 1975, but then fell behind again.

Everywhere faltered around the mid 70s, but when we talk about Germany catching up to America before then it's worth noting this was under a period of famously active state intervention, tight regulations, high union participation, and an expanding welfare state - this is true not just of the Miracle on the Rhine, but of Les Trente Glorieuses, and the Belgium, Italian, Greek economic miracles, etc.

I am no particular advocate for dirigisme (and indeed many of these countries also had pro market reforms that I think contributed to growth as well) but I do need more of an argument for Europe's mild-by-historical standards government size is definitely responsible for its (relative) stagnation now, but its tightly regulated, highly interventionist and welfare expansionist state in the mid twentieth century definitely isn't responsible for its success then.

It's doesn't have to be either/or. An equal increase in the solvency of the system through tax rises and spending cuts (later payment age, slower uprating with inflation etc.) could be a reasonable compromise.

Agreed! A fair middle ground position.

I'd like for them to be provided for in retirement!

You know the parable of the grasshopper and the ant, right? What's the point of being an ant if the ants are going to do all their work AND work to support the grasshoppers too?