Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 2.9 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| | |
| 2008 | 359 | 359 |
| 2009 | 369 | 369 |
| 2010 | 378 | 378 |
| 2011 | 386 | 386 |
| 2012 | 392 | 392 |
| 2013 | 394 | 394 |
| 2014 | 395 | 395 |
| 2015 | 393 | 393 |
| 2016 | 390 | 390 |
| 2017 | 385 | 385 |
| 2018 | 378 | 378 |
| 2019 | 371 | 371 |
| 2020 | 361 | 361 |
| 2021 | 351 | 351 |
| 2022 | 341 | 341 |
| 2023 | 329 | 329 |
| 2024 | 316 | 316 |
| 2025 | 302 | 302 |
| 2026 | 287 | 287 |
| 2027 | 272 | 272 |
| 2028 | 256 | 256 |
| 2029 | 239 | 239 |
| 2030 | 221 | 221 |
| 2031 | 203 | 203 |
| 2032 | 185 | 185 |
| 2033 | 166 | 166 |
| 2034 | 147 | 147 |
| 2035 | 127 | 127 |
| 2036 | 108 | 108 |
| 2037 | 88 | 88 |
| 2038 | 67 | 67 |
| 2039 | 47 | 47 |
| 2040 | 26 | 26 |
| 2041 | 6 | 6 |
| 2042 | -15 | -15 |
| 2043 | -36 | -36 |
| 2044 | -57 | -57 |
| 2045 | -78 | -78 |
| 2046 | -100 | -100 |
| 2047 | -121 | -121 |
| 2048 | -143 | -143 |
| 2049 | -165 | -165 |
| 2050 | -187 | -187 |
| 2051 | -209 | -209 |
| 2052 | -232 | -232 |
| 2053 | -254 | -254 |
| 2054 | -277 | -277 |
| 2055 | -300 | -300 |
| 2056 | -324 | -324 |
| 2057 | -347 | -347 |
| 2058 | -372 | -372 |
| 2059 | -396 | -396 |
| 2060 | -421 | -421 |
| 2061 | -447 | -447 |
| 2062 | -472 | -472 |
| 2063 | -498 | -498 |
| 2064 | -525 | -525 |
| 2065 | -552 | -552 |
| 2066 | -579 | -579 |
| 2067 | -607 | -607 |
| 2068 | -635 | -635 |
| 2069 | -664 | -664 |
| 2070 | -693 | -693 |
| 2071 | -722 | -722 |
| 2072 | -752 | -752 |
| 2073 | -782 | -782 |
| 2074 | -813 | -813 |
| 2075 | -845 | -845 |
| 2076 | -876 | -876 |
| 2077 | -909 | -909 |
| 2078 | -942 | -942 |
| 2079 | -975 | -975 |
| 2080 | -1009 | -1009 |
| 2081 | -1044 | -1044 |
| 2082 | -1079 | -1079 |
| 2083 | -1114 | -1114 |
| 2084 | -1151 | -1151 |
| 2085 | -1188 | -1188 |
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