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
2015308308
2016298298
2017280280
2018264265
2019248250
2020233236
2021219223
2022204210
2023189196
2024173183
2025157169
2026142155
2027126141
2028110127
202994112
20307797
20316081
20324264
20332346
2034427
2035-168
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
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