Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2024-2038), 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
2023204204
2024187187
2025168168
2026149150
2027131132
2028114115
20299698
20307881
20316063
20324346
20332528
2034710
2035-12-8
2036-31-27
2037-51-47
2038-70-68
2039-91-89
2040-112-110
2041-133-133
2042-154-156
2043-176-179
2044-198-203
2045-220-227
2046-243-252
2047-265-277
2048-288-303
2049-311-328
2050-333-355
2051-357-382
2052-380-409
2053-403-436
2054-427-464
2055-450-493
2056-474-522
2057-498-551
2058-522-581
2059-547-611
2060-572-643
2061-597-675
2062-623-708
2063-650-742
2064-677-777
2065-705-813
2066-733-850
2067-762-888
2068-791-926
2069-820-965
2070-850-1005
2071-880-1046
2072-911-1088
2073-942-1131
2074-974-1175
2075-1006-1220
2076-1039-1267
2077-1074-1315
2078-1108-1365
2079-1144-1416
2080-1181-1469
2081-1218-1524
2082-1256-1580
2083-1294-1637
2084-1333-1695
2085-1373-1755
2086-1413-1817
2087-1453-1879
2088-1494-1943
2089-1534-2007
2090-1574-2071
2091-1613-2135
2092-1651-2199
2093-1689-2263
2094-1726-2327
2095-1762-2391
2096-1798-2454
2097-1833-2518
2098-1868-2582
back