Proposed Provision: G7. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2027-2036), assuming an ultimate 2.3 percent annual real rate of return on equities. Thus, the ultimate rate of return on equities is the same as that assumed for Trust Fund bonds.

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

Year Current Law Provision
2024188188
2025171171
2026152152
2027134134
2028117117
2029101101
20308484
20316868
20325353
20333737
20342222
203577
2036-9-9
2037-26-26
2038-43-43
2039-60-60
2040-78-78
2041-96-96
2042-115-115
2043-135-135
2044-154-154
2045-174-174
2046-194-194
2047-215-215
2048-235-235
2049-256-256
2050-277-277
2051-299-299
2052-320-320
2053-342-342
2054-364-364
2055-386-386
2056-409-409
2057-431-431
2058-455-455
2059-478-478
2060-502-502
2061-527-527
2062-553-553
2063-579-579
2064-605-605
2065-632-632
2066-660-660
2067-688-688
2068-716-716
2069-745-745
2070-774-774
2071-803-803
2072-834-834
2073-864-864
2074-895-895
2075-927-927
2076-960-960
2077-993-993
2078-1027-1027
2079-1062-1062
2080-1098-1098
2081-1134-1134
2082-1172-1172
2083-1209-1209
2084-1248-1248
2085-1287-1287
2086-1327-1327
2087-1368-1368
2088-1409-1409
2089-1450-1450
2090-1491-1491
2091-1532-1532
2092-1573-1573
2093-1612-1612
2094-1651-1651
2095-1689-1689
2096-1727-1727
2097-1764-1764
2098-1801-1801
2099-1838-1838
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