Proposed Provision: G4. Invest 15 percent of the OASDI Trust Fund reserves in equities (phased in 2017-2026), assuming an ultimate 6.2 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
Year |
Present Law |
Provision |
2016 | 303 | 303 |
2017 | 293 | 293 |
2018 | 277 | 277 |
2019 | 262 | 262 |
2020 | 246 | 247 |
2021 | 231 | 233 |
2022 | 216 | 218 |
2023 | 200 | 203 |
2024 | 183 | 187 |
2025 | 165 | 171 |
2026 | 149 | 155 |
2027 | 132 | 139 |
2028 | 115 | 123 |
2029 | 98 | 106 |
2030 | 81 | 90 |
2031 | 64 | 73 |
2032 | 46 | 55 |
2033 | 27 | 37 |
2034 | 8 | 19 |
2035 | -11 | 0 |
2036 | -30 | -20 |
2037 | -50 | -40 |
2038 | -71 | -60 |
2039 | -91 | -81 |
2040 | -112 | -102 |
2041 | -133 | -124 |
2042 | -154 | -146 |
2043 | -176 | -168 |
2044 | -197 | -190 |
2045 | -218 | -212 |
2046 | -240 | -235 |
2047 | -262 | -258 |
2048 | -283 | -281 |
2049 | -305 | -304 |
2050 | -327 | -327 |
2051 | -349 | -351 |
2052 | -371 | -375 |
2053 | -393 | -399 |
2054 | -415 | -423 |
2055 | -437 | -448 |
2056 | -460 | -472 |
2057 | -482 | -498 |
2058 | -506 | -524 |
2059 | -529 | -550 |
2060 | -553 | -577 |
2061 | -578 | -605 |
2062 | -603 | -633 |
2063 | -628 | -662 |
2064 | -654 | -691 |
2065 | -680 | -721 |
2066 | -706 | -752 |
2067 | -733 | -783 |
2068 | -760 | -815 |
2069 | -788 | -847 |
2070 | -816 | -880 |
2071 | -845 | -914 |
2072 | -874 | -949 |
2073 | -905 | -985 |
2074 | -935 | -1021 |
2075 | -967 | -1059 |
2076 | -1000 | -1098 |
2077 | -1033 | -1139 |
2078 | -1068 | -1180 |
2079 | -1102 | -1222 |
2080 | -1138 | -1265 |
2081 | -1173 | -1308 |
2082 | -1208 | -1352 |
2083 | -1243 | -1395 |
2084 | -1279 | -1439 |
2085 | -1314 | -1483 |
2086 | -1349 | -1528 |
2087 | -1384 | -1572 |
2088 | -1419 | -1617 |
2089 | -1455 | -1663 |
2090 | -1491 | -1710 |
2091 | -1528 | -1757 |
back