Proposed Provision: G6. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2027-2036), 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
2027134134
2028117117
2029101101
20308485
20316869
20325354
20333739
20342224
203579
2036-9-7
2037-26-24
2038-43-41
2039-60-59
2040-78-77
2041-96-97
2042-115-116
2043-135-137
2044-154-157
2045-174-179
2046-194-201
2047-215-223
2048-235-246
2049-256-269
2050-277-292
2051-299-316
2052-320-341
2053-342-365
2054-364-391
2055-386-416
2056-409-443
2057-431-469
2058-455-497
2059-478-525
2060-502-554
2061-527-584
2062-553-615
2063-579-646
2064-605-679
2065-632-712
2066-660-746
2067-688-781
2068-716-817
2069-745-853
2070-774-890
2071-803-928
2072-834-967
2073-864-1007
2074-895-1048
2075-927-1089
2076-960-1133
2077-993-1177
2078-1027-1223
2079-1062-1270
2080-1098-1319
2081-1134-1368
2082-1172-1420
2083-1209-1472
2084-1248-1526
2085-1287-1581
2086-1327-1638
2087-1368-1697
2088-1409-1756
2089-1450-1816
2090-1491-1877
2091-1532-1938
2092-1573-1999
2093-1612-2060
2094-1651-2121
2095-1689-2181
2096-1727-2241
2097-1764-2302
2098-1801-2362
2099-1838-2423
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