Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2012-2026), assuming an ultimate 6.4 percent real rate of return on equities.

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

Year Present Law Provision
2011353353
2012347347
2013341341
2014334335
2015328329
2016321324
2017314318
2018306312
2019296304
2020284295
2021272285
2022259274
2023245263
2024230251
2025214239
2026198225
2027181211
2028164196
2029145181
2030127164
2031107147
203287129
203367111
20344692
20352572
2036452
2037-1832
2038-4011
2039-62-11
2040-85-33
2041-108-56
2042-130-78
2043-153-102
2044-176-126
2045-200-150
2046-223-175
2047-247-201
2048-271-227
2049-295-253
2050-319-281
2051-343-309
2052-368-337
2053-393-366
2054-418-396
2055-443-427
2056-468-458
2057-494-490
2058-521-523
2059-548-558
2060-575-593
2061-602-629
2062-630-666
2063-659-704
2064-687-743
2065-716-783
2066-746-824
2067-775-866
2068-805-909
2069-835-952
2070-866-997
2071-897-1044
2072-928-1091
2073-960-1140
2074-992-1190
2075-1025-1241
2076-1058-1294
2077-1092-1348
2078-1126-1404
2079-1161-1461
2080-1196-1520
2081-1232-1580
2082-1268-1642
2083-1305-1705
2084-1342-1770
2085-1380-1837
2086-1419-1906
back