Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2024-2038), assuming an ultimate 4.8 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2023 | 204 | 204 |
| 2024 | 187 | 187 |
| 2025 | 168 | 168 |
| 2026 | 149 | 150 |
| 2027 | 131 | 132 |
| 2028 | 114 | 115 |
| 2029 | 96 | 98 |
| 2030 | 78 | 81 |
| 2031 | 60 | 63 |
| 2032 | 43 | 46 |
| 2033 | 25 | 28 |
| 2034 | 7 | 10 |
| 2035 | -12 | -8 |
| 2036 | -31 | -27 |
| 2037 | -51 | -47 |
| 2038 | -70 | -68 |
| 2039 | -91 | -89 |
| 2040 | -112 | -110 |
| 2041 | -133 | -133 |
| 2042 | -154 | -156 |
| 2043 | -176 | -179 |
| 2044 | -198 | -203 |
| 2045 | -220 | -227 |
| 2046 | -243 | -252 |
| 2047 | -265 | -277 |
| 2048 | -288 | -303 |
| 2049 | -311 | -328 |
| 2050 | -333 | -355 |
| 2051 | -357 | -382 |
| 2052 | -380 | -409 |
| 2053 | -403 | -436 |
| 2054 | -427 | -464 |
| 2055 | -450 | -493 |
| 2056 | -474 | -522 |
| 2057 | -498 | -551 |
| 2058 | -522 | -581 |
| 2059 | -547 | -611 |
| 2060 | -572 | -643 |
| 2061 | -597 | -675 |
| 2062 | -623 | -708 |
| 2063 | -650 | -742 |
| 2064 | -677 | -777 |
| 2065 | -705 | -813 |
| 2066 | -733 | -850 |
| 2067 | -762 | -888 |
| 2068 | -791 | -926 |
| 2069 | -820 | -965 |
| 2070 | -850 | -1005 |
| 2071 | -880 | -1046 |
| 2072 | -911 | -1088 |
| 2073 | -942 | -1131 |
| 2074 | -974 | -1175 |
| 2075 | -1006 | -1220 |
| 2076 | -1039 | -1267 |
| 2077 | -1074 | -1315 |
| 2078 | -1108 | -1365 |
| 2079 | -1144 | -1416 |
| 2080 | -1181 | -1469 |
| 2081 | -1218 | -1524 |
| 2082 | -1256 | -1580 |
| 2083 | -1294 | -1637 |
| 2084 | -1333 | -1695 |
| 2085 | -1373 | -1755 |
| 2086 | -1413 | -1817 |
| 2087 | -1453 | -1879 |
| 2088 | -1494 | -1943 |
| 2089 | -1534 | -2007 |
| 2090 | -1574 | -2071 |
| 2091 | -1613 | -2135 |
| 2092 | -1651 | -2199 |
| 2093 | -1689 | -2263 |
| 2094 | -1726 | -2327 |
| 2095 | -1762 | -2391 |
| 2096 | -1798 | -2454 |
| 2097 | -1833 | -2518 |
| 2098 | -1868 | -2582 |
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