Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2026-2040), 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 |
| 2025 | 169 | 169 |
| 2026 | 149 | 149 |
| 2027 | 131 | 131 |
| 2028 | 113 | 113 |
| 2029 | 95 | 96 |
| 2030 | 78 | 79 |
| 2031 | 60 | 62 |
| 2032 | 43 | 45 |
| 2033 | 26 | 28 |
| 2034 | 9 | 11 |
| 2035 | -9 | -7 |
| 2036 | -27 | -24 |
| 2037 | -45 | -43 |
| 2038 | -63 | -62 |
| 2039 | -83 | -82 |
| 2040 | -102 | -103 |
| 2041 | -122 | -124 |
| 2042 | -143 | -147 |
| 2043 | -164 | -170 |
| 2044 | -185 | -193 |
| 2045 | -206 | -218 |
| 2046 | -228 | -243 |
| 2047 | -250 | -268 |
| 2048 | -272 | -294 |
| 2049 | -295 | -321 |
| 2050 | -317 | -348 |
| 2051 | -340 | -376 |
| 2052 | -363 | -404 |
| 2053 | -386 | -433 |
| 2054 | -409 | -463 |
| 2055 | -433 | -493 |
| 2056 | -457 | -524 |
| 2057 | -481 | -556 |
| 2058 | -505 | -588 |
| 2059 | -530 | -622 |
| 2060 | -556 | -656 |
| 2061 | -582 | -692 |
| 2062 | -609 | -729 |
| 2063 | -636 | -767 |
| 2064 | -664 | -807 |
| 2065 | -692 | -847 |
| 2066 | -721 | -888 |
| 2067 | -750 | -930 |
| 2068 | -780 | -974 |
| 2069 | -810 | -1019 |
| 2070 | -840 | -1064 |
| 2071 | -871 | -1111 |
| 2072 | -903 | -1159 |
| 2073 | -935 | -1209 |
| 2074 | -967 | -1260 |
| 2075 | -1000 | -1312 |
| 2076 | -1035 | -1367 |
| 2077 | -1070 | -1423 |
| 2078 | -1106 | -1481 |
| 2079 | -1142 | -1542 |
| 2080 | -1180 | -1604 |
| 2081 | -1219 | -1669 |
| 2082 | -1258 | -1735 |
| 2083 | -1298 | -1804 |
| 2084 | -1338 | -1874 |
| 2085 | -1380 | -1948 |
| 2086 | -1423 | -2024 |
| 2087 | -1466 | -2102 |
| 2088 | -1510 | -2182 |
| 2089 | -1554 | -2264 |
| 2090 | -1599 | -2348 |
| 2091 | -1643 | -2433 |
| 2092 | -1687 | -2519 |
| 2093 | -1731 | -2606 |
| 2094 | -1774 | -2693 |
| 2095 | -1816 | -2782 |
| 2096 | -1858 | -2871 |
| 2097 | -1900 | -2961 |
| 2098 | -1941 | -3051 |
| 2099 | -1982 | -3143 |
| 2100 | -2022 | -3235 |
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