Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2024-2038), 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 |
| 2023 | 204 | 204 |
| 2024 | 187 | 187 |
| 2025 | 168 | 168 |
| 2026 | 149 | 150 |
| 2027 | 131 | 132 |
| 2028 | 114 | 115 |
| 2029 | 96 | 98 |
| 2030 | 78 | 81 |
| 2031 | 60 | 64 |
| 2032 | 43 | 47 |
| 2033 | 25 | 29 |
| 2034 | 7 | 11 |
| 2035 | -12 | -7 |
| 2036 | -31 | -26 |
| 2037 | -51 | -46 |
| 2038 | -70 | -67 |
| 2039 | -91 | -88 |
| 2040 | -112 | -111 |
| 2041 | -133 | -133 |
| 2042 | -154 | -157 |
| 2043 | -176 | -181 |
| 2044 | -198 | -205 |
| 2045 | -220 | -231 |
| 2046 | -243 | -256 |
| 2047 | -265 | -283 |
| 2048 | -288 | -309 |
| 2049 | -311 | -337 |
| 2050 | -333 | -364 |
| 2051 | -357 | -393 |
| 2052 | -380 | -422 |
| 2053 | -403 | -451 |
| 2054 | -427 | -481 |
| 2055 | -450 | -512 |
| 2056 | -474 | -543 |
| 2057 | -498 | -575 |
| 2058 | -522 | -607 |
| 2059 | -547 | -640 |
| 2060 | -572 | -675 |
| 2061 | -597 | -710 |
| 2062 | -623 | -747 |
| 2063 | -650 | -784 |
| 2064 | -677 | -823 |
| 2065 | -705 | -863 |
| 2066 | -733 | -904 |
| 2067 | -762 | -946 |
| 2068 | -791 | -989 |
| 2069 | -820 | -1033 |
| 2070 | -850 | -1078 |
| 2071 | -880 | -1125 |
| 2072 | -911 | -1172 |
| 2073 | -942 | -1221 |
| 2074 | -974 | -1271 |
| 2075 | -1006 | -1323 |
| 2076 | -1039 | -1377 |
| 2077 | -1074 | -1432 |
| 2078 | -1108 | -1490 |
| 2079 | -1144 | -1549 |
| 2080 | -1181 | -1611 |
| 2081 | -1218 | -1674 |
| 2082 | -1256 | -1740 |
| 2083 | -1294 | -1807 |
| 2084 | -1333 | -1876 |
| 2085 | -1373 | -1947 |
| 2086 | -1413 | -2020 |
| 2087 | -1453 | -2094 |
| 2088 | -1494 | -2170 |
| 2089 | -1534 | -2248 |
| 2090 | -1574 | -2325 |
| 2091 | -1613 | -2404 |
| 2092 | -1651 | -2483 |
| 2093 | -1689 | -2561 |
| 2094 | -1726 | -2641 |
| 2095 | -1762 | -2720 |
| 2096 | -1798 | -2800 |
| 2097 | -1833 | -2880 |
| 2098 | -1868 | -2961 |
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