Proposed Provision: G2. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2020-2034), assuming an ultimate 5.0 percent annual real rate of return on equities.

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

Year Current Law Provision
2019273273
2020260260
2021245245
2022229230
2023213215
2024197199
2025180183
2026163168
2027147152
2028130137
2029114121
203097106
20318090
20326373
20334656
20342839
20351021
2036-93
2037-28-16
2038-47-36
2039-67-56
2040-87-77
2041-108-98
2042-129-120
2043-150-142
2044-171-164
2045-192-187
2046-213-210
2047-234-233
2048-255-256
2049-276-280
2050-297-304
2051-318-328
2052-338-352
2053-359-376
2054-380-401
2055-401-426
2056-422-452
2057-444-478
2058-465-504
2059-487-531
2060-509-559
2061-531-587
2062-554-616
2063-577-645
2064-601-676
2065-625-707
2066-649-739
2067-674-771
2068-699-804
2069-724-838
2070-749-873
2071-776-908
2072-802-945
2073-830-982
2074-857-1020
2075-885-1060
2076-914-1101
2077-944-1143
2078-975-1186
2079-1007-1232
2080-1039-1278
2081-1072-1326
2082-1106-1375
2083-1139-1425
2084-1173-1476
2085-1207-1528
2086-1242-1580
2087-1275-1633
2088-1309-1686
2089-1342-1738
2090-1375-1791
2091-1407-1844
2092-1439-1897
2093-1471-1951
2094-1503-2005
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