Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2022-2036), assuming an ultimate 4.8 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2021 | 253 | 253 |
| 2022 | 231 | 231 |
| 2023 | 214 | 214 |
| 2024 | 196 | 196 |
| 2025 | 178 | 179 |
| 2026 | 159 | 161 |
| 2027 | 141 | 144 |
| 2028 | 122 | 126 |
| 2029 | 104 | 108 |
| 2030 | 85 | 90 |
| 2031 | 66 | 71 |
| 2032 | 46 | 53 |
| 2033 | 27 | 34 |
| 2034 | 7 | 14 |
| 2035 | -13 | -6 |
| 2036 | -33 | -26 |
| 2037 | -54 | -48 |
| 2038 | -76 | -69 |
| 2039 | -97 | -92 |
| 2040 | -119 | -115 |
| 2041 | -142 | -138 |
| 2042 | -165 | -163 |
| 2043 | -188 | -187 |
| 2044 | -211 | -213 |
| 2045 | -235 | -238 |
| 2046 | -258 | -265 |
| 2047 | -282 | -291 |
| 2048 | -306 | -318 |
| 2049 | -330 | -345 |
| 2050 | -354 | -373 |
| 2051 | -378 | -401 |
| 2052 | -403 | -430 |
| 2053 | -427 | -459 |
| 2054 | -452 | -489 |
| 2055 | -477 | -518 |
| 2056 | -502 | -549 |
| 2057 | -527 | -580 |
| 2058 | -552 | -611 |
| 2059 | -578 | -643 |
| 2060 | -604 | -675 |
| 2061 | -630 | -709 |
| 2062 | -657 | -743 |
| 2063 | -684 | -778 |
| 2064 | -712 | -814 |
| 2065 | -740 | -850 |
| 2066 | -768 | -887 |
| 2067 | -796 | -926 |
| 2068 | -825 | -964 |
| 2069 | -855 | -1004 |
| 2070 | -884 | -1044 |
| 2071 | -914 | -1085 |
| 2072 | -945 | -1127 |
| 2073 | -976 | -1170 |
| 2074 | -1007 | -1214 |
| 2075 | -1039 | -1259 |
| 2076 | -1071 | -1306 |
| 2077 | -1105 | -1354 |
| 2078 | -1139 | -1404 |
| 2079 | -1175 | -1455 |
| 2080 | -1211 | -1508 |
| 2081 | -1248 | -1563 |
| 2082 | -1286 | -1618 |
| 2083 | -1324 | -1676 |
| 2084 | -1363 | -1735 |
| 2085 | -1403 | -1796 |
| 2086 | -1443 | -1857 |
| 2087 | -1483 | -1920 |
| 2088 | -1524 | -1985 |
| 2089 | -1564 | -2049 |
| 2090 | -1604 | -2114 |
| 2091 | -1643 | -2179 |
| 2092 | -1681 | -2242 |
| 2093 | -1718 | -2305 |
| 2094 | -1754 | -2368 |
| 2095 | -1789 | -2432 |
| 2096 | -1825 | -2495 |
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