Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2014-2028), assuming an ultimate 5.4 percent real rate of return on equities.

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

Year Present Law Provision
2013330330
2014315315
2015301301
2016286286
2017271272
2018257260
2019244248
2020231236
2021218224
2022204212
2023189199
2024173185
2025158171
2026142156
2027125141
2028108125
202990108
20307190
20315272
20323152
20331132
2034-1111
2035-32-11
2036-55-33
2037-78-56
2038-101-79
2039-124-103
2040-148-128
2041-172-153
2042-196-178
2043-220-204
2044-245-231
2045-269-258
2046-294-285
2047-319-313
2048-345-341
2049-371-371
2050-397-400
2051-423-430
2052-449-461
2053-476-492
2054-502-524
2055-530-557
2056-557-590
2057-585-624
2058-613-659
2059-642-695
2060-671-732
2061-701-770
2062-732-809
2063-763-849
2064-794-890
2065-826-931
2066-859-974
2067-892-1018
2068-925-1063
2069-959-1109
2070-993-1155
2071-1028-1204
2072-1064-1254
2073-1101-1305
2074-1139-1358
2075-1178-1413
2076-1217-1470
2077-1258-1528
2078-1299-1588
2079-1340-1649
2080-1382-1711
2081-1424-1773
2082-1466-1837
2083-1508-1901
2084-1550-1966
2085-1592-2033
2086-1635-2100
2087-1678-2169
2088-1722-2239
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