Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2023-2037), assuming an ultimate 4.8 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2022 | 230 | 230 |
| 2023 | 211 | 211 |
| 2024 | 194 | 194 |
| 2025 | 177 | 178 |
| 2026 | 160 | 161 |
| 2027 | 143 | 144 |
| 2028 | 126 | 128 |
| 2029 | 109 | 112 |
| 2030 | 91 | 95 |
| 2031 | 74 | 79 |
| 2032 | 57 | 62 |
| 2033 | 39 | 45 |
| 2034 | 21 | 27 |
| 2035 | 3 | 9 |
| 2036 | -16 | -10 |
| 2037 | -35 | -29 |
| 2038 | -54 | -49 |
| 2039 | -74 | -69 |
| 2040 | -95 | -91 |
| 2041 | -116 | -112 |
| 2042 | -137 | -135 |
| 2043 | -158 | -157 |
| 2044 | -180 | -181 |
| 2045 | -202 | -204 |
| 2046 | -224 | -229 |
| 2047 | -246 | -253 |
| 2048 | -268 | -278 |
| 2049 | -291 | -303 |
| 2050 | -313 | -329 |
| 2051 | -336 | -356 |
| 2052 | -359 | -382 |
| 2053 | -383 | -410 |
| 2054 | -406 | -437 |
| 2055 | -430 | -465 |
| 2056 | -453 | -494 |
| 2057 | -477 | -522 |
| 2058 | -501 | -552 |
| 2059 | -525 | -582 |
| 2060 | -550 | -613 |
| 2061 | -575 | -644 |
| 2062 | -601 | -677 |
| 2063 | -627 | -710 |
| 2064 | -654 | -744 |
| 2065 | -681 | -779 |
| 2066 | -708 | -814 |
| 2067 | -736 | -851 |
| 2068 | -764 | -888 |
| 2069 | -792 | -926 |
| 2070 | -821 | -964 |
| 2071 | -850 | -1004 |
| 2072 | -880 | -1044 |
| 2073 | -910 | -1085 |
| 2074 | -940 | -1127 |
| 2075 | -971 | -1170 |
| 2076 | -1003 | -1215 |
| 2077 | -1036 | -1261 |
| 2078 | -1069 | -1309 |
| 2079 | -1104 | -1358 |
| 2080 | -1139 | -1409 |
| 2081 | -1175 | -1461 |
| 2082 | -1212 | -1515 |
| 2083 | -1249 | -1570 |
| 2084 | -1286 | -1626 |
| 2085 | -1324 | -1684 |
| 2086 | -1363 | -1743 |
| 2087 | -1402 | -1803 |
| 2088 | -1442 | -1864 |
| 2089 | -1481 | -1926 |
| 2090 | -1520 | -1988 |
| 2091 | -1558 | -2050 |
| 2092 | -1595 | -2112 |
| 2093 | -1632 | -2174 |
| 2094 | -1668 | -2236 |
| 2095 | -1703 | -2297 |
| 2096 | -1738 | -2359 |
| 2097 | -1773 | -2420 |
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