Proposed Provision: G7. Invest 25 percent of the OASI and DI Trust Fund reserves in equities (phased in 2025-2034), 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
2022230230
2023211211
2024194194
2025177177
2026160160
2027143143
2028126126
2029109109
20309191
20317474
20325757
20333939
20342121
203533
2036-16-16
2037-35-35
2038-54-54
2039-74-74
2040-95-95
2041-116-116
2042-137-137
2043-158-158
2044-180-180
2045-202-202
2046-224-224
2047-246-246
2048-268-268
2049-291-291
2050-313-313
2051-336-336
2052-359-359
2053-383-383
2054-406-406
2055-430-430
2056-453-453
2057-477-477
2058-501-501
2059-525-525
2060-550-550
2061-575-575
2062-601-601
2063-627-627
2064-654-654
2065-681-681
2066-708-708
2067-736-736
2068-764-764
2069-792-792
2070-821-821
2071-850-850
2072-880-880
2073-910-910
2074-940-940
2075-971-971
2076-1003-1003
2077-1036-1036
2078-1069-1069
2079-1104-1104
2080-1139-1139
2081-1175-1175
2082-1212-1212
2083-1249-1249
2084-1286-1286
2085-1324-1324
2086-1363-1363
2087-1402-1402
2088-1442-1442
2089-1481-1481
2090-1520-1520
2091-1558-1558
2092-1595-1595
2093-1632-1632
2094-1668-1668
2095-1703-1703
2096-1738-1738
2097-1773-1773
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