Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2025-2039), 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
2024188188
2025171171
2026152152
2027134135
2028117118
2029101102
20308486
20316871
20325356
20333741
20342226
2035711
2036-9-5
2037-26-22
2038-43-39
2039-60-57
2040-78-76
2041-96-95
2042-115-116
2043-135-137
2044-154-158
2045-174-180
2046-194-203
2047-215-227
2048-235-251
2049-256-275
2050-277-300
2051-299-326
2052-320-352
2053-342-379
2054-364-406
2055-386-434
2056-409-463
2057-431-493
2058-455-523
2059-478-554
2060-502-586
2061-527-619
2062-553-654
2063-579-690
2064-605-726
2065-632-764
2066-660-803
2067-688-843
2068-716-884
2069-745-925
2070-774-968
2071-803-1013
2072-834-1058
2073-864-1105
2074-895-1153
2075-927-1202
2076-960-1253
2077-993-1306
2078-1027-1360
2079-1062-1417
2080-1098-1476
2081-1134-1536
2082-1172-1598
2083-1209-1662
2084-1248-1728
2085-1287-1796
2086-1327-1867
2087-1368-1939
2088-1409-2013
2089-1450-2089
2090-1491-2166
2091-1532-2244
2092-1573-2322
2093-1612-2401
2094-1651-2480
2095-1689-2559
2096-1727-2639
2097-1764-2719
2098-1801-2800
2099-1838-2882
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