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 2026. Proceeds go to the OASI and DI Trust Funds.
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 | 138 |
| 2028 | 117 | 124 |
| 2029 | 101 | 111 |
| 2030 | 84 | 98 |
| 2031 | 68 | 85 |
| 2032 | 53 | 73 |
| 2033 | 37 | 61 |
| 2034 | 22 | 49 |
| 2035 | 7 | 37 |
| 2036 | -9 | 25 |
| 2037 | -26 | 12 |
| 2038 | -43 | -1 |
| 2039 | -60 | -15 |
| 2040 | -78 | -29 |
| 2041 | -96 | -43 |
| 2042 | -115 | -58 |
| 2043 | -135 | -73 |
| 2044 | -154 | -89 |
| 2045 | -174 | -104 |
| 2046 | -194 | -120 |
| 2047 | -215 | -136 |
| 2048 | -235 | -153 |
| 2049 | -256 | -169 |
| 2050 | -277 | -186 |
| 2051 | -299 | -203 |
| 2052 | -320 | -220 |
| 2053 | -342 | -237 |
| 2054 | -364 | -254 |
| 2055 | -386 | -272 |
| 2056 | -409 | -290 |
| 2057 | -431 | -309 |
| 2058 | -455 | -327 |
| 2059 | -478 | -347 |
| 2060 | -502 | -366 |
| 2061 | -527 | -387 |
| 2062 | -553 | -407 |
| 2063 | -579 | -429 |
| 2064 | -605 | -450 |
| 2065 | -632 | -473 |
| 2066 | -660 | -495 |
| 2067 | -688 | -518 |
| 2068 | -716 | -542 |
| 2069 | -745 | -565 |
| 2070 | -774 | -589 |
| 2071 | -803 | -614 |
| 2072 | -834 | -639 |
| 2073 | -864 | -665 |
| 2074 | -895 | -690 |
| 2075 | -927 | -717 |
| 2076 | -960 | -744 |
| 2077 | -993 | -772 |
| 2078 | -1027 | -800 |
| 2079 | -1062 | -829 |
| 2080 | -1098 | -859 |
| 2081 | -1134 | -890 |
| 2082 | -1172 | -920 |
| 2083 | -1209 | -952 |
| 2084 | -1248 | -984 |
| 2085 | -1287 | -1016 |
| 2086 | -1327 | -1049 |
| 2087 | -1368 | -1083 |
| 2088 | -1409 | -1116 |
| 2089 | -1450 | -1150 |
| 2090 | -1491 | -1184 |
| 2091 | -1532 | -1217 |
| 2092 | -1573 | -1250 |
| 2093 | -1612 | -1282 |
| 2094 | -1651 | -1314 |
| 2095 | -1689 | -1345 |
| 2096 | -1727 | -1376 |
| 2097 | -1764 | -1406 |
| 2098 | -1801 | -1437 |
| 2099 | -1838 | -1466 |
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