Proposed Provision: G6. Invest 25 percent of the OASDI Trust Fund reserves in equities (phased in 2019-2028), assuming an ultimate 6.2 percent annual real rate of return on equities.

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

Year Present Law Provision
2016303303
2017293293
2018277277
2019262262
2020246246
2021231232
2022216217
2023200202
2024183186
2025165170
2026149155
2027132139
2028115123
202998107
20308191
20316475
20324657
20332739
2034821
2035-112
2036-30-18
2037-50-38
2038-71-58
2039-91-79
2040-112-101
2041-133-123
2042-154-145
2043-176-167
2044-197-190
2045-218-213
2046-240-236
2047-262-260
2048-283-284
2049-305-309
2050-327-333
2051-349-358
2052-371-383
2053-393-409
2054-415-434
2055-437-461
2056-460-487
2057-482-515
2058-506-542
2059-529-571
2060-553-600
2061-578-630
2062-603-661
2063-628-693
2064-654-725
2065-680-758
2066-706-792
2067-733-826
2068-760-861
2069-788-897
2070-816-934
2071-845-972
2072-874-1011
2073-905-1051
2074-935-1092
2075-967-1135
2076-1000-1179
2077-1033-1224
2078-1068-1271
2079-1102-1319
2080-1138-1368
2081-1173-1418
2082-1208-1468
2083-1243-1519
2084-1279-1570
2085-1314-1621
2086-1349-1673
2087-1384-1725
2088-1419-1778
2089-1455-1833
2090-1491-1888
2091-1528-1944
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