Proposed Provision: G2. Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in 2019-2033), assuming an ultimate 5.2 percent annual real rate of return on equities.

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

Year Current Law Provision
2018288288
2019272272
2020256256
2021239240
2022223224
2023206208
2024188192
2025171176
2026154160
2027137144
2028120129
2029104113
20308697
20316980
20325163
20333345
20341427
2035-57
2036-25-12
2037-46-33
2038-67-54
2039-88-76
2040-110-98
2041-132-121
2042-154-145
2043-176-169
2044-199-193
2045-221-217
2046-244-242
2047-267-267
2048-289-292
2049-312-318
2050-335-344
2051-358-370
2052-381-397
2053-403-424
2054-426-452
2055-450-479
2056-473-508
2057-496-536
2058-520-566
2059-544-596
2060-569-627
2061-594-658
2062-619-691
2063-645-724
2064-671-758
2065-698-793
2066-725-829
2067-752-865
2068-780-903
2069-808-941
2070-837-980
2071-866-1020
2072-896-1061
2073-927-1104
2074-958-1147
2075-990-1192
2076-1023-1239
2077-1057-1287
2078-1092-1338
2079-1128-1389
2080-1165-1443
2081-1202-1498
2082-1240-1553
2083-1278-1611
2084-1316-1668
2085-1354-1727
2086-1392-1786
2087-1430-1846
2088-1468-1906
2089-1505-1967
2090-1543-2028
2091-1580-2090
2092-1618-2152
2093-1655-2215
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