Proposed Provision: G3. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2020-2034), assuming an ultimate 2.5 percent annual real rate of return on equities. Thus, the ultimate rate of return on equities is the same as that assumed for Trust Fund bonds.

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

Year Current Law Provision
2019273273
2020260260
2021245245
2022229229
2023213213
2024197197
2025180180
2026163163
2027147147
2028130130
2029114114
20309797
20318080
20326363
20334646
20342828
20351010
2036-9-9
2037-28-28
2038-47-47
2039-67-67
2040-87-87
2041-108-108
2042-129-129
2043-150-150
2044-171-171
2045-192-192
2046-213-213
2047-234-234
2048-255-255
2049-276-276
2050-297-297
2051-318-318
2052-338-338
2053-359-359
2054-380-380
2055-401-401
2056-422-422
2057-444-444
2058-465-465
2059-487-487
2060-509-509
2061-531-531
2062-554-554
2063-577-577
2064-601-601
2065-625-625
2066-649-649
2067-674-674
2068-699-699
2069-724-724
2070-749-749
2071-776-776
2072-802-802
2073-830-830
2074-857-857
2075-885-885
2076-914-914
2077-944-944
2078-975-975
2079-1007-1007
2080-1039-1039
2081-1072-1072
2082-1106-1106
2083-1139-1139
2084-1173-1173
2085-1207-1207
2086-1242-1242
2087-1275-1275
2088-1309-1309
2089-1342-1342
2090-1375-1375
2091-1407-1407
2092-1439-1439
2093-1471-1471
2094-1503-1503
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