Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2019-2033), 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 |
Current Law |
Provision |
| 2018 | 288 | 288 |
| 2019 | 272 | 272 |
| 2020 | 256 | 256 |
| 2021 | 239 | 240 |
| 2022 | 223 | 224 |
| 2023 | 206 | 208 |
| 2024 | 188 | 192 |
| 2025 | 171 | 177 |
| 2026 | 154 | 161 |
| 2027 | 137 | 146 |
| 2028 | 120 | 130 |
| 2029 | 104 | 115 |
| 2030 | 86 | 99 |
| 2031 | 69 | 83 |
| 2032 | 51 | 66 |
| 2033 | 33 | 48 |
| 2034 | 14 | 30 |
| 2035 | -5 | 11 |
| 2036 | -25 | -9 |
| 2037 | -46 | -29 |
| 2038 | -67 | -51 |
| 2039 | -88 | -73 |
| 2040 | -110 | -95 |
| 2041 | -132 | -119 |
| 2042 | -154 | -142 |
| 2043 | -176 | -167 |
| 2044 | -199 | -192 |
| 2045 | -221 | -217 |
| 2046 | -244 | -242 |
| 2047 | -267 | -268 |
| 2048 | -289 | -295 |
| 2049 | -312 | -322 |
| 2050 | -335 | -349 |
| 2051 | -358 | -377 |
| 2052 | -381 | -406 |
| 2053 | -403 | -434 |
| 2054 | -426 | -464 |
| 2055 | -450 | -494 |
| 2056 | -473 | -524 |
| 2057 | -496 | -555 |
| 2058 | -520 | -587 |
| 2059 | -544 | -620 |
| 2060 | -569 | -654 |
| 2061 | -594 | -688 |
| 2062 | -619 | -724 |
| 2063 | -645 | -761 |
| 2064 | -671 | -799 |
| 2065 | -698 | -838 |
| 2066 | -725 | -877 |
| 2067 | -752 | -918 |
| 2068 | -780 | -960 |
| 2069 | -808 | -1003 |
| 2070 | -837 | -1047 |
| 2071 | -866 | -1092 |
| 2072 | -896 | -1139 |
| 2073 | -927 | -1188 |
| 2074 | -958 | -1238 |
| 2075 | -990 | -1289 |
| 2076 | -1023 | -1343 |
| 2077 | -1057 | -1399 |
| 2078 | -1092 | -1457 |
| 2079 | -1128 | -1517 |
| 2080 | -1165 | -1579 |
| 2081 | -1202 | -1643 |
| 2082 | -1240 | -1709 |
| 2083 | -1278 | -1776 |
| 2084 | -1316 | -1844 |
| 2085 | -1354 | -1914 |
| 2086 | -1392 | -1985 |
| 2087 | -1430 | -2056 |
| 2088 | -1468 | -2129 |
| 2089 | -1505 | -2202 |
| 2090 | -1543 | -2276 |
| 2091 | -1580 | -2351 |
| 2092 | -1618 | -2428 |
| 2093 | -1655 | -2506 |
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