Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 5.5 percent real rate of return on equities

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2005320320
2006337337
2007355355
2008370371
2009383384
2010394397
2011404407
2012410416
2013415422
2014417427
2015418430
2016416431
2017412430
2018407428
2019401425
2020393420
2021383414
2022372407
2023360399
2024346389
2025332378
2026316365
2027299352
2028282338
2029264324
2030245308
2031225292
2032205275
2033185258
2034164240
2035143222
2036121204
203799184
203877165
203954145
204031124
20417103
2042-1782
2043-4160
2044-6637
2045-9114
2046-117-10
2047-143-35
2048-169-60
2049-196-86
2050-223-113
2051-251-140
2052-279-168
2053-308-197
2054-337-227
2055-367-257
2056-397-288
2057-428-321
2058-460-354
2059-492-388
2060-525-424
2061-558-460
2062-592-497
2063-626-535
2064-661-574
2065-697-615
2066-734-657
2067-772-700
2068-810-744
2069-849-789
2070-889-836
2071-930-885
2072-971-935
2073-1014-986
2074-1057-1039
2075-1101-1093
2076-1146-1149
2077-1192-1206
2078-1238-1265
2079-1286-1325
2080-1334-1387
2081-1383-1451
2082-1433-1516
2083-1484-1583
2084-1536-1652
2085-1589-1723
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