Proposed Provision: G3. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2021-2035), assuming an ultimate 2.3 percent annual real rate of return on equities. Thus, the ultimate rate of return on equities is the same as that assumed for Trust Fund bonds.
OASDI Cost Rates and Income Rates
(as a percentage of taxable payroll)
| |
Income Rates |
Cost Rates |
| Year |
Current Law |
Provision |
Current Law |
Provision |
| 2020 | 13.0 | 13.0 | 13.9 | 13.9 |
| 2021 | 12.9 | 12.9 | 14.0 | 14.0 |
| 2022 | 12.9 | 12.9 | 14.2 | 14.2 |
| 2023 | 12.9 | 12.9 | 14.4 | 14.4 |
| 2024 | 13.0 | 13.0 | 14.6 | 14.6 |
| 2025 | 13.0 | 13.0 | 14.9 | 14.9 |
| 2026 | 13.1 | 13.1 | 15.1 | 15.1 |
| 2027 | 13.1 | 13.1 | 15.3 | 15.3 |
| 2028 | 13.2 | 13.2 | 15.6 | 15.6 |
| 2029 | 13.2 | 13.2 | 15.8 | 15.8 |
| 2030 | 13.2 | 13.2 | 16.0 | 16.0 |
| 2031 | 13.3 | 13.3 | 16.2 | 16.2 |
| 2032 | 13.3 | 13.3 | 16.3 | 16.3 |
| 2033 | 13.3 | 13.3 | 16.5 | 16.5 |
| 2034 | 13.3 | 13.3 | 16.6 | 16.6 |
| 2035 | 13.3 | 13.3 | 16.6 | 16.6 |
| 2036 | 13.3 | 13.3 | 16.7 | 16.7 |
| 2037 | 13.3 | 13.3 | 16.7 | 16.7 |
| 2038 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2039 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2040 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2041 | 13.3 | 13.3 | 16.9 | 16.9 |
| 2042 | 13.3 | 13.3 | 16.9 | 16.9 |
| 2043 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2044 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2045 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2046 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2047 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2048 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2049 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2050 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2051 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2052 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2053 | 13.3 | 13.3 | 16.8 | 16.8 |
| 2054 | 13.3 | 13.3 | 16.9 | 16.9 |
| 2055 | 13.3 | 13.3 | 16.9 | 16.9 |
| 2056 | 13.3 | 13.3 | 16.9 | 16.9 |
| 2057 | 13.3 | 13.3 | 17.0 | 17.0 |
| 2058 | 13.3 | 13.3 | 17.0 | 17.0 |
| 2059 | 13.4 | 13.4 | 17.1 | 17.1 |
| 2060 | 13.4 | 13.4 | 17.1 | 17.1 |
| 2061 | 13.4 | 13.4 | 17.2 | 17.2 |
| 2062 | 13.4 | 13.4 | 17.3 | 17.3 |
| 2063 | 13.4 | 13.4 | 17.3 | 17.3 |
| 2064 | 13.4 | 13.4 | 17.4 | 17.4 |
| 2065 | 13.4 | 13.4 | 17.5 | 17.5 |
| 2066 | 13.4 | 13.4 | 17.5 | 17.5 |
| 2067 | 13.4 | 13.4 | 17.6 | 17.6 |
| 2068 | 13.4 | 13.4 | 17.7 | 17.7 |
| 2069 | 13.4 | 13.4 | 17.7 | 17.7 |
| 2070 | 13.4 | 13.4 | 17.8 | 17.8 |
| 2071 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2072 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2073 | 13.4 | 13.4 | 18.0 | 18.0 |
| 2074 | 13.4 | 13.4 | 18.0 | 18.0 |
| 2075 | 13.4 | 13.4 | 18.1 | 18.1 |
| 2076 | 13.4 | 13.4 | 18.1 | 18.1 |
| 2077 | 13.4 | 13.4 | 18.1 | 18.1 |
| 2078 | 13.4 | 13.4 | 18.2 | 18.2 |
| 2079 | 13.4 | 13.4 | 18.2 | 18.2 |
| 2080 | 13.4 | 13.4 | 18.1 | 18.1 |
| 2081 | 13.4 | 13.4 | 18.1 | 18.1 |
| 2082 | 13.4 | 13.4 | 18.1 | 18.1 |
| 2083 | 13.4 | 13.4 | 18.1 | 18.1 |
| 2084 | 13.4 | 13.4 | 18.0 | 18.0 |
| 2085 | 13.4 | 13.4 | 18.0 | 18.0 |
| 2086 | 13.4 | 13.4 | 18.0 | 18.0 |
| 2087 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2088 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2089 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2090 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2091 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2092 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2093 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2094 | 13.4 | 13.4 | 17.9 | 17.9 |
| 2095 | 13.4 | 13.4 | 18.0 | 18.0 |
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