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 |
2023 | 204 | 204 |
2024 | 187 | 187 |
2025 | 168 | 168 |
2026 | 149 | 150 |
2027 | 131 | 132 |
2028 | 114 | 115 |
2029 | 96 | 98 |
2030 | 78 | 81 |
2031 | 60 | 63 |
2032 | 43 | 46 |
2033 | 25 | 28 |
2034 | 7 | 10 |
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