Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2025-2039), 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 |
| 2024 | 188 | 188 |
| 2025 | 171 | 171 |
| 2026 | 152 | 152 |
| 2027 | 134 | 135 |
| 2028 | 117 | 118 |
| 2029 | 101 | 102 |
| 2030 | 84 | 86 |
| 2031 | 68 | 71 |
| 2032 | 53 | 56 |
| 2033 | 37 | 41 |
| 2034 | 22 | 26 |
| 2035 | 7 | 11 |
| 2036 | -9 | -5 |
| 2037 | -26 | -22 |
| 2038 | -43 | -39 |
| 2039 | -60 | -57 |
| 2040 | -78 | -76 |
| 2041 | -96 | -95 |
| 2042 | -115 | -116 |
| 2043 | -135 | -137 |
| 2044 | -154 | -158 |
| 2045 | -174 | -180 |
| 2046 | -194 | -203 |
| 2047 | -215 | -227 |
| 2048 | -235 | -251 |
| 2049 | -256 | -275 |
| 2050 | -277 | -300 |
| 2051 | -299 | -326 |
| 2052 | -320 | -352 |
| 2053 | -342 | -379 |
| 2054 | -364 | -406 |
| 2055 | -386 | -434 |
| 2056 | -409 | -463 |
| 2057 | -431 | -493 |
| 2058 | -455 | -523 |
| 2059 | -478 | -554 |
| 2060 | -502 | -586 |
| 2061 | -527 | -619 |
| 2062 | -553 | -654 |
| 2063 | -579 | -690 |
| 2064 | -605 | -726 |
| 2065 | -632 | -764 |
| 2066 | -660 | -803 |
| 2067 | -688 | -843 |
| 2068 | -716 | -884 |
| 2069 | -745 | -925 |
| 2070 | -774 | -968 |
| 2071 | -803 | -1013 |
| 2072 | -834 | -1058 |
| 2073 | -864 | -1105 |
| 2074 | -895 | -1153 |
| 2075 | -927 | -1202 |
| 2076 | -960 | -1253 |
| 2077 | -993 | -1306 |
| 2078 | -1027 | -1360 |
| 2079 | -1062 | -1417 |
| 2080 | -1098 | -1476 |
| 2081 | -1134 | -1536 |
| 2082 | -1172 | -1598 |
| 2083 | -1209 | -1662 |
| 2084 | -1248 | -1728 |
| 2085 | -1287 | -1796 |
| 2086 | -1327 | -1867 |
| 2087 | -1368 | -1939 |
| 2088 | -1409 | -2013 |
| 2089 | -1450 | -2089 |
| 2090 | -1491 | -2166 |
| 2091 | -1532 | -2244 |
| 2092 | -1573 | -2322 |
| 2093 | -1612 | -2401 |
| 2094 | -1651 | -2480 |
| 2095 | -1689 | -2559 |
| 2096 | -1727 | -2639 |
| 2097 | -1764 | -2719 |
| 2098 | -1801 | -2800 |
| 2099 | -1838 | -2882 |
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