Proposed Provision: G5. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2026-2035), 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 |
| 2025 | 169 | 169 |
| 2026 | 149 | 149 |
| 2027 | 131 | 131 |
| 2028 | 113 | 113 |
| 2029 | 95 | 95 |
| 2030 | 78 | 78 |
| 2031 | 60 | 60 |
| 2032 | 43 | 43 |
| 2033 | 26 | 26 |
| 2034 | 9 | 9 |
| 2035 | -9 | -9 |
| 2036 | -27 | -27 |
| 2037 | -45 | -45 |
| 2038 | -63 | -63 |
| 2039 | -83 | -83 |
| 2040 | -102 | -102 |
| 2041 | -122 | -122 |
| 2042 | -143 | -143 |
| 2043 | -164 | -164 |
| 2044 | -185 | -185 |
| 2045 | -206 | -206 |
| 2046 | -228 | -228 |
| 2047 | -250 | -250 |
| 2048 | -272 | -272 |
| 2049 | -295 | -295 |
| 2050 | -317 | -317 |
| 2051 | -340 | -340 |
| 2052 | -363 | -363 |
| 2053 | -386 | -386 |
| 2054 | -409 | -409 |
| 2055 | -433 | -433 |
| 2056 | -457 | -457 |
| 2057 | -481 | -481 |
| 2058 | -505 | -505 |
| 2059 | -530 | -530 |
| 2060 | -556 | -556 |
| 2061 | -582 | -582 |
| 2062 | -609 | -609 |
| 2063 | -636 | -636 |
| 2064 | -664 | -664 |
| 2065 | -692 | -692 |
| 2066 | -721 | -721 |
| 2067 | -750 | -750 |
| 2068 | -780 | -780 |
| 2069 | -810 | -810 |
| 2070 | -840 | -840 |
| 2071 | -871 | -871 |
| 2072 | -903 | -903 |
| 2073 | -935 | -935 |
| 2074 | -967 | -967 |
| 2075 | -1000 | -1000 |
| 2076 | -1035 | -1035 |
| 2077 | -1070 | -1070 |
| 2078 | -1106 | -1106 |
| 2079 | -1142 | -1142 |
| 2080 | -1180 | -1180 |
| 2081 | -1219 | -1219 |
| 2082 | -1258 | -1258 |
| 2083 | -1298 | -1298 |
| 2084 | -1338 | -1338 |
| 2085 | -1380 | -1380 |
| 2086 | -1423 | -1423 |
| 2087 | -1466 | -1466 |
| 2088 | -1510 | -1510 |
| 2089 | -1554 | -1554 |
| 2090 | -1599 | -1599 |
| 2091 | -1643 | -1643 |
| 2092 | -1687 | -1687 |
| 2093 | -1731 | -1731 |
| 2094 | -1774 | -1774 |
| 2095 | -1816 | -1816 |
| 2096 | -1858 | -1858 |
| 2097 | -1900 | -1900 |
| 2098 | -1941 | -1941 |
| 2099 | -1982 | -1982 |
| 2100 | -2022 | -2022 |
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