Proposed Provision: G6. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2022-2031), assuming an ultimate 6.0 percent annual real rate of return on equities.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Current Law Provision
2019273273
2020260260
2021245245
2022229229
2023213214
2024197197
2025180181
2026163165
2027147150
2028130134
2029114119
203097103
20318087
20326371
20334654
20342836
20351018
2036-90
2037-28-19
2038-47-39
2039-67-59
2040-87-80
2041-108-101
2042-129-123
2043-150-145
2044-171-167
2045-192-189
2046-213-212
2047-234-235
2048-255-258
2049-276-281
2050-297-305
2051-318-328
2052-338-352
2053-359-376
2054-380-401
2055-401-425
2056-422-450
2057-444-476
2058-465-501
2059-487-528
2060-509-554
2061-531-582
2062-554-610
2063-577-639
2064-601-668
2065-625-699
2066-649-729
2067-674-761
2068-699-793
2069-724-825
2070-749-859
2071-776-893
2072-802-928
2073-830-964
2074-857-1001
2075-885-1039
2076-914-1078
2077-944-1118
2078-975-1160
2079-1007-1204
2080-1039-1248
2081-1072-1294
2082-1106-1341
2083-1139-1388
2084-1173-1437
2085-1207-1486
2086-1242-1536
2087-1275-1586
2088-1309-1636
2089-1342-1686
2090-1375-1735
2091-1407-1785
2092-1439-1835
2093-1471-1885
2094-1503-1936
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