Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2027-2041), 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 |
| 2026 | 151 | 151 |
| 2027 | 131 | 131 |
| 2028 | 111 | 111 |
| 2029 | 92 | 93 |
| 2030 | 74 | 75 |
| 2031 | 57 | 58 |
| 2032 | 40 | 41 |
| 2033 | 23 | 25 |
| 2034 | 7 | 9 |
| 2035 | -9 | -7 |
| 2036 | -25 | -23 |
| 2037 | -41 | -40 |
| 2038 | -58 | -58 |
| 2039 | -76 | -76 |
| 2040 | -94 | -95 |
| 2041 | -112 | -115 |
| 2042 | -132 | -136 |
| 2043 | -151 | -157 |
| 2044 | -171 | -179 |
| 2045 | -192 | -202 |
| 2046 | -213 | -227 |
| 2047 | -234 | -251 |
| 2048 | -256 | -277 |
| 2049 | -279 | -303 |
| 2050 | -301 | -330 |
| 2051 | -324 | -358 |
| 2052 | -347 | -387 |
| 2053 | -371 | -416 |
| 2054 | -395 | -446 |
| 2055 | -420 | -477 |
| 2056 | -445 | -509 |
| 2057 | -470 | -541 |
| 2058 | -496 | -575 |
| 2059 | -522 | -610 |
| 2060 | -550 | -646 |
| 2061 | -578 | -683 |
| 2062 | -607 | -722 |
| 2063 | -636 | -762 |
| 2064 | -666 | -804 |
| 2065 | -697 | -847 |
| 2066 | -729 | -891 |
| 2067 | -761 | -936 |
| 2068 | -794 | -983 |
| 2069 | -827 | -1031 |
| 2070 | -861 | -1080 |
| 2071 | -896 | -1131 |
| 2072 | -931 | -1183 |
| 2073 | -967 | -1237 |
| 2074 | -1004 | -1293 |
| 2075 | -1042 | -1351 |
| 2076 | -1081 | -1411 |
| 2077 | -1121 | -1473 |
| 2078 | -1162 | -1537 |
| 2079 | -1204 | -1604 |
| 2080 | -1248 | -1673 |
| 2081 | -1292 | -1744 |
| 2082 | -1337 | -1818 |
| 2083 | -1384 | -1894 |
| 2084 | -1431 | -1973 |
| 2085 | -1480 | -2055 |
| 2086 | -1530 | -2140 |
| 2087 | -1581 | -2228 |
| 2088 | -1633 | -2318 |
| 2089 | -1686 | -2412 |
| 2090 | -1740 | -2509 |
| 2091 | -1795 | -2608 |
| 2092 | -1850 | -2709 |
| 2093 | -1906 | -2813 |
| 2094 | -1962 | -2919 |
| 2095 | -2019 | -3028 |
| 2096 | -2075 | -3139 |
| 2097 | -2132 | -3252 |
| 2098 | -2189 | -3367 |
| 2099 | -2246 | -3483 |
| 2100 | -2303 | -3602 |
| 2101 | -2359 | -3722 |
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