Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2024-2038), assuming an ultimate 5.8 percent annual real rate of return on equities.

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

Year Current Law Provision
2023204204
2024187187
2025168168
2026149150
2027131132
2028114115
20299698
20307881
20316064
20324347
20332529
2034711
2035-12-7
2036-31-26
2037-51-46
2038-70-67
2039-91-88
2040-112-111
2041-133-133
2042-154-157
2043-176-181
2044-198-205
2045-220-231
2046-243-256
2047-265-283
2048-288-309
2049-311-337
2050-333-364
2051-357-393
2052-380-422
2053-403-451
2054-427-481
2055-450-512
2056-474-543
2057-498-575
2058-522-607
2059-547-640
2060-572-675
2061-597-710
2062-623-747
2063-650-784
2064-677-823
2065-705-863
2066-733-904
2067-762-946
2068-791-989
2069-820-1033
2070-850-1078
2071-880-1125
2072-911-1172
2073-942-1221
2074-974-1271
2075-1006-1323
2076-1039-1377
2077-1074-1432
2078-1108-1490
2079-1144-1549
2080-1181-1611
2081-1218-1674
2082-1256-1740
2083-1294-1807
2084-1333-1876
2085-1373-1947
2086-1413-2020
2087-1453-2094
2088-1494-2170
2089-1534-2248
2090-1574-2325
2091-1613-2404
2092-1651-2483
2093-1689-2561
2094-1726-2641
2095-1762-2720
2096-1798-2800
2097-1833-2880
2098-1868-2961
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