Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2020-2034), 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
2022229230
2023213215
2024197199
2025180184
2026163169
2027147153
2028130138
2029114123
203097108
20318092
20326376
20334659
20342842
20351024
2036-96
2037-28-13
2038-47-33
2039-67-53
2040-87-74
2041-108-95
2042-129-117
2043-150-140
2044-171-163
2045-192-186
2046-213-210
2047-234-234
2048-255-258
2049-276-283
2050-297-308
2051-318-333
2052-338-359
2053-359-385
2054-380-411
2055-401-438
2056-422-466
2057-444-494
2058-465-522
2059-487-551
2060-509-582
2061-531-612
2062-554-644
2063-577-677
2064-601-710
2065-625-745
2066-649-780
2067-674-816
2068-699-853
2069-724-891
2070-749-930
2071-776-970
2072-802-1012
2073-830-1054
2074-857-1098
2075-885-1143
2076-914-1190
2077-944-1238
2078-975-1288
2079-1007-1341
2080-1039-1395
2081-1072-1450
2082-1106-1508
2083-1139-1566
2084-1173-1626
2085-1207-1687
2086-1242-1749
2087-1275-1812
2088-1309-1875
2089-1342-1939
2090-1375-2003
2091-1407-2067
2092-1439-2132
2093-1471-2198
2094-1503-2265
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