Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2011-2025), assuming an ultimate 5.4 percent real rate of return on equities.

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

Year Present Law Provision
2010355355
2011353353
2012350350
2013346346
2014341342
2015335338
2016330333
2017324329
2018317323
2019309317
2020299309
2021289301
2022277291
2023264281
2024251269
2025237257
2026221244
2027205231
2028189216
2029171201
2030154186
2031136169
2032117152
203398135
203479118
20355999
20363981
20371962
2038-143
2039-2123
2040-423
2041-63-17
2042-84-37
2043-105-58
2044-126-79
2045-147-100
2046-168-122
2047-189-144
2048-211-166
2049-233-189
2050-255-212
2051-277-236
2052-299-260
2053-321-284
2054-344-309
2055-366-335
2056-389-361
2057-412-387
2058-436-415
2059-460-442
2060-485-471
2061-509-500
2062-534-530
2063-560-561
2064-586-593
2065-612-625
2066-638-657
2067-665-691
2068-692-725
2069-720-760
2070-748-796
2071-776-833
2072-805-871
2073-834-909
2074-864-949
2075-894-989
2076-925-1031
2077-957-1074
2078-989-1117
2079-1021-1162
2080-1054-1208
2081-1087-1255
2082-1121-1303
2083-1156-1353
2084-1191-1403
2085-1227-1455
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