Proposed Provision: G7. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2024-2033), assuming an ultimate 2.3 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
2021253253
2022231231
2023214214
2024196196
2025178178
2026159159
2027141141
2028122122
2029104104
20308585
20316666
20324646
20332727
203477
2035-13-13
2036-33-33
2037-54-54
2038-76-76
2039-97-97
2040-119-119
2041-142-142
2042-165-165
2043-188-188
2044-211-211
2045-235-235
2046-258-258
2047-282-282
2048-306-306
2049-330-330
2050-354-354
2051-378-378
2052-403-403
2053-427-427
2054-452-452
2055-477-477
2056-502-502
2057-527-527
2058-552-552
2059-578-578
2060-604-604
2061-630-630
2062-657-657
2063-684-684
2064-712-712
2065-740-740
2066-768-768
2067-796-796
2068-825-825
2069-855-855
2070-884-884
2071-914-914
2072-945-945
2073-976-976
2074-1007-1007
2075-1039-1039
2076-1071-1071
2077-1105-1105
2078-1139-1139
2079-1175-1175
2080-1211-1211
2081-1248-1248
2082-1286-1286
2083-1324-1324
2084-1363-1363
2085-1403-1403
2086-1443-1443
2087-1483-1483
2088-1524-1524
2089-1564-1564
2090-1604-1604
2091-1643-1643
2092-1681-1681
2093-1718-1718
2094-1754-1754
2095-1789-1789
2096-1825-1825
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