Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2006-2020), assuming an ultimate 6.5 percent real rate of return on equities

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

Year Present Law Provision
2005320320
2006337337
2007355355
2008370371
2009383384
2010394397
2011404409
2012410417
2013415425
2014417430
2015418434
2016416436
2017412437
2018407436
2019401434
2020393431
2021383427
2022372421
2023360414
2024346406
2025332397
2026316386
2027299375
2028282362
2029264349
2030245336
2031225321
2032205306
2033185290
2034164275
2035143258
2036121241
203799224
203877206
203954188
204031169
20417150
2042-17130
2043-41110
2044-6689
2045-9167
2046-11745
2047-14322
2048-169-2
2049-196-27
2050-223-52
2051-251-78
2052-279-105
2053-308-133
2054-337-161
2055-367-191
2056-397-222
2057-428-253
2058-460-286
2059-492-320
2060-525-355
2061-558-391
2062-592-428
2063-626-466
2064-661-506
2065-697-547
2066-734-589
2067-772-633
2068-810-678
2069-849-725
2070-889-773
2071-930-823
2072-971-875
2073-1014-928
2074-1057-983
2075-1101-1040
2076-1146-1099
2077-1192-1159
2078-1238-1221
2079-1286-1285
2080-1334-1351
2081-1383-1420
2082-1433-1490
2083-1484-1562
2084-1536-1637
2085-1589-1714
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