Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2023-2037), assuming an ultimate 5.8 percent annual real rate of return on equities.

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

Year Current Law Provision
2022230230
2023211211
2024194194
2025177178
2026160161
2027143145
2028126129
2029109112
20309196
20317480
20325763
20333946
20342128
2035310
2036-16-8
2037-35-28
2038-54-48
2039-74-68
2040-95-90
2041-116-112
2042-137-135
2043-158-158
2044-180-182
2045-202-206
2046-224-231
2047-246-257
2048-268-283
2049-291-310
2050-313-337
2051-336-365
2052-359-393
2053-383-422
2054-406-451
2055-430-481
2056-453-512
2057-477-543
2058-501-575
2059-525-608
2060-550-641
2061-575-676
2062-601-711
2063-627-748
2064-654-785
2065-681-824
2066-708-864
2067-736-904
2068-764-946
2069-792-988
2070-821-1031
2071-850-1076
2072-880-1122
2073-910-1168
2074-940-1216
2075-971-1266
2076-1003-1317
2077-1036-1370
2078-1069-1425
2079-1104-1482
2080-1139-1541
2081-1175-1602
2082-1212-1664
2083-1249-1729
2084-1286-1795
2085-1324-1863
2086-1363-1933
2087-1402-2005
2088-1442-2078
2089-1481-2152
2090-1520-2228
2091-1558-2303
2092-1595-2379
2093-1632-2455
2094-1668-2531
2095-1703-2607
2096-1738-2684
2097-1773-2762
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