Summary Measures and Graphs
Description of 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.
Estimates based on the intermediate assumptions
of the 2025 Trustees Report
Summary Measures | |||||||
---|---|---|---|---|---|---|---|
Current law [percent of payroll] |
Change from current law [percent of payroll] |
Shortfall eliminated | |||||
Long-range actuarial balance |
Annual balance in 75th year |
Long-range actuarial balance |
Annual balance in 75th year |
Long-range actuarial balance |
Annual balance in 75th year |
||
-3.82 | -4.84 | 1.34 | 1.58 | 35% | 33% |
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