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 |
2024 | 188 | 188 |
2025 | 171 | 171 |
2026 | 152 | 152 |
2027 | 134 | 135 |
2028 | 117 | 118 |
2029 | 101 | 102 |
2030 | 84 | 86 |
2031 | 68 | 70 |
2032 | 53 | 55 |
2033 | 37 | 40 |
2034 | 22 | 25 |
2035 | 7 | 10 |
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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