Proposed Provision: G6. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2026-2035), 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
2026149149
2027131131
2028114114
20299697
20307879
20316062
20324345
20332527
203479
2035-12-10
2036-31-29
2037-51-49
2038-70-69
2039-91-90
2040-112-112
2041-133-134
2042-154-157
2043-176-180
2044-198-204
2045-220-228
2046-243-252
2047-265-277
2048-288-302
2049-311-328
2050-333-354
2051-357-380
2052-380-407
2053-403-434
2054-427-461
2055-450-489
2056-474-517
2057-498-546
2058-522-575
2059-547-604
2060-572-635
2061-597-666
2062-623-698
2063-650-732
2064-677-766
2065-705-800
2066-733-836
2067-762-872
2068-791-910
2069-820-947
2070-850-986
2071-880-1026
2072-911-1066
2073-942-1107
2074-974-1150
2075-1006-1193
2076-1039-1238
2077-1074-1284
2078-1108-1331
2079-1144-1381
2080-1181-1431
2081-1218-1483
2082-1256-1536
2083-1294-1591
2084-1333-1647
2085-1373-1703
2086-1413-1762
2087-1453-1821
2088-1494-1881
2089-1534-1941
2090-1574-2002
2091-1613-2062
2092-1651-2123
2093-1689-2183
2094-1726-2242
2095-1762-2302
2096-1798-2361
2097-1833-2420
2098-1868-2479
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