Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2025-2039), 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
2024188188
2025171171
2026152152
2027134135
2028117118
2029101102
20308486
20316870
20325355
20333740
20342225
2035710
2036-9-6
2037-26-23
2038-43-40
2039-60-58
2040-78-76
2041-96-95
2042-115-115
2043-135-136
2044-154-157
2045-174-178
2046-194-200
2047-215-223
2048-235-246
2049-256-269
2050-277-293
2051-299-317
2052-320-342
2053-342-367
2054-364-393
2055-386-419
2056-409-446
2057-431-474
2058-455-502
2059-478-531
2060-502-560
2061-527-591
2062-553-622
2063-579-655
2064-605-688
2065-632-723
2066-660-758
2067-688-794
2068-716-831
2069-745-868
2070-774-906
2071-803-946
2072-834-986
2073-864-1028
2074-895-1070
2075-927-1113
2076-960-1158
2077-993-1204
2078-1027-1252
2079-1062-1301
2080-1098-1352
2081-1134-1404
2082-1172-1458
2083-1209-1513
2084-1248-1569
2085-1287-1628
2086-1327-1687
2087-1368-1749
2088-1409-1811
2089-1450-1875
2090-1491-1939
2091-1532-2004
2092-1573-2068
2093-1612-2133
2094-1651-2197
2095-1689-2262
2096-1727-2326
2097-1764-2391
2098-1801-2455
2099-1838-2520
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