Proposed Provision: G6. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2027-2036), assuming an ultimate 5.8 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2024 | 188 | 188 |
| 2025 | 171 | 171 |
| 2026 | 152 | 152 |
| 2027 | 134 | 134 |
| 2028 | 117 | 117 |
| 2029 | 101 | 101 |
| 2030 | 84 | 85 |
| 2031 | 68 | 69 |
| 2032 | 53 | 54 |
| 2033 | 37 | 39 |
| 2034 | 22 | 24 |
| 2035 | 7 | 9 |
| 2036 | -9 | -7 |
| 2037 | -26 | -24 |
| 2038 | -43 | -41 |
| 2039 | -60 | -59 |
| 2040 | -78 | -77 |
| 2041 | -96 | -97 |
| 2042 | -115 | -116 |
| 2043 | -135 | -137 |
| 2044 | -154 | -157 |
| 2045 | -174 | -179 |
| 2046 | -194 | -201 |
| 2047 | -215 | -223 |
| 2048 | -235 | -246 |
| 2049 | -256 | -269 |
| 2050 | -277 | -292 |
| 2051 | -299 | -316 |
| 2052 | -320 | -341 |
| 2053 | -342 | -365 |
| 2054 | -364 | -391 |
| 2055 | -386 | -416 |
| 2056 | -409 | -443 |
| 2057 | -431 | -469 |
| 2058 | -455 | -497 |
| 2059 | -478 | -525 |
| 2060 | -502 | -554 |
| 2061 | -527 | -584 |
| 2062 | -553 | -615 |
| 2063 | -579 | -646 |
| 2064 | -605 | -679 |
| 2065 | -632 | -712 |
| 2066 | -660 | -746 |
| 2067 | -688 | -781 |
| 2068 | -716 | -817 |
| 2069 | -745 | -853 |
| 2070 | -774 | -890 |
| 2071 | -803 | -928 |
| 2072 | -834 | -967 |
| 2073 | -864 | -1007 |
| 2074 | -895 | -1048 |
| 2075 | -927 | -1089 |
| 2076 | -960 | -1133 |
| 2077 | -993 | -1177 |
| 2078 | -1027 | -1223 |
| 2079 | -1062 | -1270 |
| 2080 | -1098 | -1319 |
| 2081 | -1134 | -1368 |
| 2082 | -1172 | -1420 |
| 2083 | -1209 | -1472 |
| 2084 | -1248 | -1526 |
| 2085 | -1287 | -1581 |
| 2086 | -1327 | -1638 |
| 2087 | -1368 | -1697 |
| 2088 | -1409 | -1756 |
| 2089 | -1450 | -1816 |
| 2090 | -1491 | -1877 |
| 2091 | -1532 | -1938 |
| 2092 | -1573 | -1999 |
| 2093 | -1612 | -2060 |
| 2094 | -1651 | -2121 |
| 2095 | -1689 | -2181 |
| 2096 | -1727 | -2241 |
| 2097 | -1764 | -2302 |
| 2098 | -1801 | -2362 |
| 2099 | -1838 | -2423 |
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