Proposed Provision: G2. Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in 2018-2032), assuming an ultimate 5.2 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2017 | 298 | 298 |
| 2018 | 287 | 287 |
| 2019 | 273 | 273 |
| 2020 | 259 | 259 |
| 2021 | 245 | 246 |
| 2022 | 230 | 233 |
| 2023 | 215 | 218 |
| 2024 | 199 | 204 |
| 2025 | 182 | 189 |
| 2026 | 165 | 173 |
| 2027 | 148 | 157 |
| 2028 | 130 | 140 |
| 2029 | 112 | 124 |
| 2030 | 94 | 106 |
| 2031 | 75 | 89 |
| 2032 | 56 | 70 |
| 2033 | 37 | 51 |
| 2034 | 16 | 32 |
| 2035 | -4 | 11 |
| 2036 | -26 | -10 |
| 2037 | -47 | -32 |
| 2038 | -70 | -54 |
| 2039 | -92 | -77 |
| 2040 | -115 | -101 |
| 2041 | -138 | -125 |
| 2042 | -161 | -149 |
| 2043 | -184 | -173 |
| 2044 | -207 | -198 |
| 2045 | -230 | -223 |
| 2046 | -253 | -248 |
| 2047 | -276 | -274 |
| 2048 | -300 | -300 |
| 2049 | -323 | -326 |
| 2050 | -346 | -353 |
| 2051 | -370 | -380 |
| 2052 | -393 | -408 |
| 2053 | -417 | -435 |
| 2054 | -440 | -463 |
| 2055 | -464 | -491 |
| 2056 | -487 | -520 |
| 2057 | -511 | -550 |
| 2058 | -536 | -580 |
| 2059 | -560 | -611 |
| 2060 | -585 | -642 |
| 2061 | -611 | -675 |
| 2062 | -637 | -708 |
| 2063 | -663 | -742 |
| 2064 | -690 | -776 |
| 2065 | -717 | -812 |
| 2066 | -745 | -848 |
| 2067 | -772 | -885 |
| 2068 | -801 | -923 |
| 2069 | -829 | -962 |
| 2070 | -858 | -1001 |
| 2071 | -888 | -1042 |
| 2072 | -918 | -1084 |
| 2073 | -949 | -1127 |
| 2074 | -981 | -1172 |
| 2075 | -1014 | -1218 |
| 2076 | -1047 | -1265 |
| 2077 | -1082 | -1315 |
| 2078 | -1117 | -1366 |
| 2079 | -1153 | -1418 |
| 2080 | -1190 | -1472 |
| 2081 | -1227 | -1526 |
| 2082 | -1264 | -1581 |
| 2083 | -1300 | -1637 |
| 2084 | -1337 | -1693 |
| 2085 | -1374 | -1750 |
| 2086 | -1410 | -1807 |
| 2087 | -1446 | -1865 |
| 2088 | -1483 | -1923 |
| 2089 | -1520 | -1983 |
| 2090 | -1557 | -2043 |
| 2091 | -1595 | -2105 |
| 2092 | -1633 | -2169 |
back