Proposed Provision: Invest 40 percent of the OASDI Trust Fund in equities (phased in 2016-2030), assuming an ultimate 6.4 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
Year |
Present Law |
Provision |
2015 | 308 | 308 |
2016 | 298 | 298 |
2017 | 280 | 280 |
2018 | 264 | 265 |
2019 | 248 | 250 |
2020 | 233 | 236 |
2021 | 219 | 223 |
2022 | 204 | 210 |
2023 | 189 | 196 |
2024 | 173 | 183 |
2025 | 157 | 169 |
2026 | 142 | 155 |
2027 | 126 | 141 |
2028 | 110 | 127 |
2029 | 94 | 112 |
2030 | 77 | 97 |
2031 | 60 | 81 |
2032 | 42 | 64 |
2033 | 23 | 46 |
2034 | 4 | 27 |
2035 | -16 | 8 |
2036 | -36 | -12 |
2037 | -57 | -33 |
2038 | -78 | -54 |
2039 | -100 | -77 |
2040 | -122 | -99 |
2041 | -144 | -123 |
2042 | -166 | -146 |
2043 | -189 | -171 |
2044 | -211 | -196 |
2045 | -234 | -221 |
2046 | -257 | -247 |
2047 | -280 | -273 |
2048 | -303 | -301 |
2049 | -327 | -328 |
2050 | -351 | -357 |
2051 | -375 | -386 |
2052 | -398 | -415 |
2053 | -423 | -445 |
2054 | -447 | -476 |
2055 | -472 | -508 |
2056 | -496 | -540 |
2057 | -522 | -573 |
2058 | -548 | -608 |
2059 | -574 | -643 |
2060 | -601 | -680 |
2061 | -629 | -718 |
2062 | -657 | -756 |
2063 | -685 | -797 |
2064 | -714 | -838 |
2065 | -744 | -880 |
2066 | -774 | -924 |
2067 | -804 | -968 |
2068 | -835 | -1015 |
2069 | -867 | -1062 |
2070 | -899 | -1111 |
2071 | -932 | -1161 |
2072 | -965 | -1213 |
2073 | -1000 | -1267 |
2074 | -1035 | -1324 |
2075 | -1072 | -1382 |
2076 | -1110 | -1443 |
2077 | -1148 | -1506 |
2078 | -1188 | -1571 |
2079 | -1228 | -1637 |
2080 | -1268 | -1706 |
2081 | -1309 | -1776 |
2082 | -1350 | -1847 |
2083 | -1391 | -1920 |
2084 | -1432 | -1993 |
2085 | -1472 | -2068 |
2086 | -1514 | -2144 |
2087 | -1555 | -2222 |
2088 | -1597 | -2302 |
2089 | -1640 | -2384 |
2090 | -1683 | -2469 |
back