Proposed Provision: F6. Apply a separate 6.2 percent tax on investment income as defined in the Affordable Care Act (ACA), with unindexed thresholds as in the ACA ($200,000 for single filer, $250,000 for married filing jointly), starting in 2028. Proceeds go to the OASI and DI Trust Funds. Do not provide benefit credit on this new revenue.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2026 | 151 | 151 |
| 2027 | 131 | 131 |
| 2028 | 111 | 111 |
| 2029 | 92 | 96 |
| 2030 | 74 | 81 |
| 2031 | 57 | 67 |
| 2032 | 40 | 54 |
| 2033 | 23 | 41 |
| 2034 | 7 | 28 |
| 2035 | -9 | 16 |
| 2036 | -25 | 3 |
| 2037 | -41 | -9 |
| 2038 | -58 | -23 |
| 2039 | -76 | -36 |
| 2040 | -94 | -51 |
| 2041 | -112 | -65 |
| 2042 | -132 | -80 |
| 2043 | -151 | -96 |
| 2044 | -171 | -112 |
| 2045 | -192 | -128 |
| 2046 | -213 | -145 |
| 2047 | -234 | -162 |
| 2048 | -256 | -180 |
| 2049 | -279 | -197 |
| 2050 | -301 | -216 |
| 2051 | -324 | -234 |
| 2052 | -347 | -253 |
| 2053 | -371 | -272 |
| 2054 | -395 | -292 |
| 2055 | -420 | -312 |
| 2056 | -445 | -333 |
| 2057 | -470 | -354 |
| 2058 | -496 | -376 |
| 2059 | -522 | -398 |
| 2060 | -550 | -421 |
| 2061 | -578 | -445 |
| 2062 | -607 | -469 |
| 2063 | -636 | -494 |
| 2064 | -666 | -520 |
| 2065 | -697 | -546 |
| 2066 | -729 | -573 |
| 2067 | -761 | -601 |
| 2068 | -794 | -629 |
| 2069 | -827 | -657 |
| 2070 | -861 | -687 |
| 2071 | -896 | -717 |
| 2072 | -931 | -747 |
| 2073 | -967 | -778 |
| 2074 | -1004 | -810 |
| 2075 | -1042 | -843 |
| 2076 | -1081 | -877 |
| 2077 | -1121 | -912 |
| 2078 | -1162 | -948 |
| 2079 | -1204 | -985 |
| 2080 | -1248 | -1023 |
| 2081 | -1292 | -1061 |
| 2082 | -1337 | -1100 |
| 2083 | -1384 | -1141 |
| 2084 | -1431 | -1182 |
| 2085 | -1480 | -1224 |
| 2086 | -1530 | -1267 |
| 2087 | -1581 | -1312 |
| 2088 | -1633 | -1357 |
| 2089 | -1686 | -1403 |
| 2090 | -1740 | -1450 |
| 2091 | -1795 | -1497 |
| 2092 | -1850 | -1545 |
| 2093 | -1906 | -1593 |
| 2094 | -1962 | -1642 |
| 2095 | -2019 | -1690 |
| 2096 | -2075 | -1739 |
| 2097 | -2132 | -1788 |
| 2098 | -2189 | -1837 |
| 2099 | -2246 | -1886 |
| 2100 | -2303 | -1935 |
| 2101 | -2359 | -1984 |
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