Proposed Provision: Invest 25 percent of the OASDI Trust Fund in equities (phased in 2018-2027), 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 | 264 |
2019 | 248 | 249 |
2020 | 233 | 234 |
2021 | 219 | 220 |
2022 | 204 | 206 |
2023 | 189 | 192 |
2024 | 173 | 178 |
2025 | 157 | 164 |
2026 | 142 | 149 |
2027 | 126 | 135 |
2028 | 110 | 120 |
2029 | 94 | 105 |
2030 | 77 | 89 |
2031 | 60 | 72 |
2032 | 42 | 55 |
2033 | 23 | 37 |
2034 | 4 | 18 |
2035 | -16 | -2 |
2036 | -36 | -22 |
2037 | -57 | -43 |
2038 | -78 | -64 |
2039 | -100 | -86 |
2040 | -122 | -109 |
2041 | -144 | -132 |
2042 | -166 | -155 |
2043 | -189 | -179 |
2044 | -211 | -203 |
2045 | -234 | -227 |
2046 | -257 | -252 |
2047 | -280 | -278 |
2048 | -303 | -303 |
2049 | -327 | -330 |
2050 | -351 | -356 |
2051 | -375 | -383 |
2052 | -398 | -411 |
2053 | -423 | -439 |
2054 | -447 | -467 |
2055 | -472 | -496 |
2056 | -496 | -525 |
2057 | -522 | -556 |
2058 | -548 | -587 |
2059 | -574 | -619 |
2060 | -601 | -651 |
2061 | -629 | -685 |
2062 | -657 | -720 |
2063 | -685 | -755 |
2064 | -714 | -791 |
2065 | -744 | -828 |
2066 | -774 | -866 |
2067 | -804 | -905 |
2068 | -835 | -945 |
2069 | -867 | -986 |
2070 | -899 | -1028 |
2071 | -932 | -1071 |
2072 | -965 | -1115 |
2073 | -1000 | -1161 |
2074 | -1035 | -1209 |
2075 | -1072 | -1258 |
2076 | -1110 | -1309 |
2077 | -1148 | -1361 |
2078 | -1188 | -1415 |
2079 | -1228 | -1471 |
2080 | -1268 | -1527 |
2081 | -1309 | -1584 |
2082 | -1350 | -1642 |
2083 | -1391 | -1701 |
2084 | -1432 | -1760 |
2085 | -1472 | -1820 |
2086 | -1514 | -1881 |
2087 | -1555 | -1942 |
2088 | -1597 | -2005 |
2089 | -1640 | -2070 |
2090 | -1683 | -2136 |
back