Proposed Provision: G7. Invest 25 percent of the OASDI Trust Fund reserves in equities (phased in 2020-2029), assuming an ultimate 2.7 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
2017298298
2018287287
2019273273
2020259259
2021245245
2022230230
2023215215
2024199199
2025182182
2026165165
2027148148
2028130130
2029112112
20309494
20317575
20325656
20333737
20341616
2035-4-4
2036-26-26
2037-47-47
2038-70-70
2039-92-92
2040-115-115
2041-138-138
2042-161-161
2043-184-184
2044-207-207
2045-230-230
2046-253-253
2047-276-276
2048-300-300
2049-323-323
2050-346-346
2051-370-370
2052-393-393
2053-417-417
2054-440-440
2055-464-464
2056-487-487
2057-511-511
2058-536-536
2059-560-560
2060-585-585
2061-611-611
2062-637-637
2063-663-663
2064-690-690
2065-717-717
2066-745-745
2067-772-772
2068-801-801
2069-829-829
2070-858-858
2071-888-888
2072-918-918
2073-949-949
2074-981-981
2075-1014-1014
2076-1047-1047
2077-1082-1082
2078-1117-1117
2079-1153-1153
2080-1190-1190
2081-1227-1227
2082-1264-1264
2083-1300-1300
2084-1337-1337
2085-1374-1374
2086-1410-1410
2087-1446-1446
2088-1483-1483
2089-1520-1520
2090-1557-1557
2091-1595-1595
2092-1633-1633
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