Proposed Provision: Invest 15 percent of the Trust Fund in equities (phased in 2013-2022), assuming an ultimate 6.4 percent annual real rate of return on equities.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2012340340
2013329329
2014315315
2015302302
2016290290
2017277279
2018265268
2019253257
2020240245
2021227232
2022212219
2023197205
2024181190
2025164175
2026147158
2027129141
2028110123
202990104
20307084
20314963
20322742
2033520
2034-18-3
2035-41-26
2036-65-50
2037-89-74
2038-114-99
2039-138-124
2040-163-150
2041-189-176
2042-215-202
2043-240-229
2044-266-256
2045-292-283
2046-319-311
2047-346-340
2048-373-368
2049-400-398
2050-428-427
2051-456-457
2052-484-488
2053-512-519
2054-540-550
2055-569-582
2056-598-614
2057-628-647
2058-657-680
2059-688-715
2060-719-750
2061-750-785
2062-782-822
2063-814-859
2064-847-896
2065-880-935
2066-913-973
2067-946-1013
2068-980-1052
2069-1014-1093
2070-1049-1134
2071-1084-1176
2072-1120-1219
2073-1156-1263
2074-1193-1307
2075-1230-1353
2076-1268-1399
2077-1307-1447
2078-1346-1495
2079-1385-1544
2080-1425-1593
2081-1465-1643
2082-1505-1695
2083-1547-1747
2084-1588-1800
2085-1631-1854
2086-1673-1909
2087-1717-1965
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