Proposed Provision: F9. Apply a separate 12.4 percent tax on investment income as defined in the Affordable Care Act (ACA), with unindexed thresholds as in the ACA ($200,000 single filer, $250,000 for married filing joint), starting in 2027. Proceeds go to the OASDI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2025 | 169 | 169 |
| 2026 | 149 | 149 |
| 2027 | 131 | 131 |
| 2028 | 113 | 120 |
| 2029 | 95 | 109 |
| 2030 | 78 | 98 |
| 2031 | 60 | 87 |
| 2032 | 43 | 76 |
| 2033 | 26 | 66 |
| 2034 | 9 | 56 |
| 2035 | -9 | 45 |
| 2036 | -27 | 35 |
| 2037 | -45 | 24 |
| 2038 | -63 | 12 |
| 2039 | -83 | 1 |
| 2040 | -102 | -11 |
| 2041 | -122 | -24 |
| 2042 | -143 | -36 |
| 2043 | -164 | -49 |
| 2044 | -185 | -61 |
| 2045 | -206 | -74 |
| 2046 | -228 | -87 |
| 2047 | -250 | -101 |
| 2048 | -272 | -114 |
| 2049 | -295 | -128 |
| 2050 | -317 | -141 |
| 2051 | -340 | -155 |
| 2052 | -363 | -169 |
| 2053 | -386 | -184 |
| 2054 | -409 | -198 |
| 2055 | -433 | -213 |
| 2056 | -457 | -228 |
| 2057 | -481 | -243 |
| 2058 | -505 | -259 |
| 2059 | -530 | -275 |
| 2060 | -556 | -292 |
| 2061 | -582 | -309 |
| 2062 | -609 | -327 |
| 2063 | -636 | -345 |
| 2064 | -664 | -364 |
| 2065 | -692 | -383 |
| 2066 | -721 | -402 |
| 2067 | -750 | -421 |
| 2068 | -780 | -441 |
| 2069 | -810 | -462 |
| 2070 | -840 | -482 |
| 2071 | -871 | -503 |
| 2072 | -903 | -525 |
| 2073 | -935 | -547 |
| 2074 | -967 | -569 |
| 2075 | -1000 | -592 |
| 2076 | -1035 | -616 |
| 2077 | -1070 | -640 |
| 2078 | -1106 | -665 |
| 2079 | -1142 | -690 |
| 2080 | -1180 | -716 |
| 2081 | -1219 | -743 |
| 2082 | -1258 | -770 |
| 2083 | -1298 | -797 |
| 2084 | -1338 | -825 |
| 2085 | -1380 | -854 |
| 2086 | -1423 | -882 |
| 2087 | -1466 | -912 |
| 2088 | -1510 | -941 |
| 2089 | -1554 | -971 |
| 2090 | -1599 | -1001 |
| 2091 | -1643 | -1030 |
| 2092 | -1687 | -1059 |
| 2093 | -1731 | -1088 |
| 2094 | -1774 | -1117 |
| 2095 | -1816 | -1145 |
| 2096 | -1858 | -1172 |
| 2097 | -1900 | -1200 |
| 2098 | -1941 | -1227 |
| 2099 | -1982 | -1253 |
| 2100 | -2022 | -1280 |
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