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 Cost Rates and Income Rates
(as a percentage of taxable payroll)
| |
Income Rates |
Cost Rates |
| Year |
Current Law |
Provision |
Current Law |
Provision |
| 2026 | 12.9 | 12.9 | 15.4 | 15.4 |
| 2027 | 12.9 | 12.9 | 15.6 | 15.6 |
| 2028 | 13.0 | 13.6 | 15.7 | 15.7 |
| 2029 | 13.1 | 13.6 | 15.7 | 15.7 |
| 2030 | 13.1 | 13.6 | 15.7 | 15.7 |
| 2031 | 13.1 | 13.7 | 15.7 | 15.7 |
| 2032 | 13.1 | 13.7 | 15.7 | 15.7 |
| 2033 | 13.1 | 13.7 | 15.7 | 15.7 |
| 2034 | 13.1 | 13.7 | 15.7 | 15.7 |
| 2035 | 13.2 | 13.8 | 15.8 | 15.8 |
| 2036 | 13.2 | 13.8 | 15.9 | 15.9 |
| 2037 | 13.2 | 13.8 | 16.0 | 16.0 |
| 2038 | 13.2 | 13.8 | 16.0 | 16.0 |
| 2039 | 13.2 | 13.8 | 16.1 | 16.1 |
| 2040 | 13.2 | 13.8 | 16.2 | 16.2 |
| 2041 | 13.2 | 13.8 | 16.3 | 16.3 |
| 2042 | 13.2 | 13.8 | 16.3 | 16.3 |
| 2043 | 13.2 | 13.9 | 16.4 | 16.4 |
| 2044 | 13.2 | 13.9 | 16.5 | 16.5 |
| 2045 | 13.2 | 13.9 | 16.6 | 16.6 |
| 2046 | 13.2 | 13.9 | 16.6 | 16.6 |
| 2047 | 13.2 | 13.9 | 16.7 | 16.7 |
| 2048 | 13.2 | 13.9 | 16.8 | 16.8 |
| 2049 | 13.2 | 13.9 | 16.8 | 16.8 |
| 2050 | 13.2 | 13.9 | 16.9 | 16.9 |
| 2051 | 13.3 | 13.9 | 17.0 | 17.0 |
| 2052 | 13.3 | 13.9 | 17.1 | 17.1 |
| 2053 | 13.3 | 14.0 | 17.2 | 17.2 |
| 2054 | 13.3 | 14.0 | 17.4 | 17.4 |
| 2055 | 13.3 | 14.0 | 17.5 | 17.5 |
| 2056 | 13.3 | 14.0 | 17.6 | 17.6 |
| 2057 | 13.3 | 14.0 | 17.7 | 17.7 |
| 2058 | 13.3 | 14.0 | 17.9 | 17.9 |
| 2059 | 13.3 | 14.0 | 18.0 | 18.0 |
| 2060 | 13.3 | 14.0 | 18.1 | 18.1 |
| 2061 | 13.3 | 14.1 | 18.3 | 18.3 |
| 2062 | 13.3 | 14.1 | 18.4 | 18.4 |
| 2063 | 13.3 | 14.1 | 18.5 | 18.5 |
| 2064 | 13.4 | 14.1 | 18.6 | 18.6 |
| 2065 | 13.4 | 14.1 | 18.7 | 18.7 |
| 2066 | 13.4 | 14.1 | 18.9 | 18.9 |
| 2067 | 13.4 | 14.1 | 19.0 | 19.0 |
| 2068 | 13.4 | 14.1 | 19.1 | 19.1 |
| 2069 | 13.4 | 14.1 | 19.2 | 19.2 |
| 2070 | 13.4 | 14.1 | 19.3 | 19.3 |
| 2071 | 13.4 | 14.2 | 19.4 | 19.4 |
| 2072 | 13.4 | 14.2 | 19.6 | 19.6 |
| 2073 | 13.4 | 14.2 | 19.7 | 19.7 |
| 2074 | 13.4 | 14.2 | 19.8 | 19.8 |
| 2075 | 13.4 | 14.2 | 19.9 | 19.9 |
| 2076 | 13.4 | 14.2 | 20.0 | 20.0 |
| 2077 | 13.4 | 14.2 | 20.1 | 20.1 |
| 2078 | 13.5 | 14.2 | 20.2 | 20.2 |
| 2079 | 13.5 | 14.2 | 20.2 | 20.2 |
| 2080 | 13.5 | 14.2 | 20.3 | 20.3 |
| 2081 | 13.5 | 14.2 | 20.3 | 20.3 |
| 2082 | 13.5 | 14.2 | 20.4 | 20.4 |
| 2083 | 13.5 | 14.2 | 20.4 | 20.4 |
| 2084 | 13.5 | 14.2 | 20.4 | 20.4 |
| 2085 | 13.5 | 14.3 | 20.5 | 20.4 |
| 2086 | 13.5 | 14.3 | 20.4 | 20.4 |
| 2087 | 13.5 | 14.3 | 20.4 | 20.4 |
| 2088 | 13.5 | 14.3 | 20.4 | 20.4 |
| 2089 | 13.5 | 14.3 | 20.4 | 20.4 |
| 2090 | 13.5 | 14.3 | 20.3 | 20.3 |
| 2091 | 13.5 | 14.3 | 20.3 | 20.3 |
| 2092 | 13.5 | 14.3 | 20.3 | 20.3 |
| 2093 | 13.5 | 14.3 | 20.2 | 20.2 |
| 2094 | 13.5 | 14.3 | 20.2 | 20.2 |
| 2095 | 13.5 | 14.3 | 20.1 | 20.1 |
| 2096 | 13.5 | 14.3 | 20.1 | 20.1 |
| 2097 | 13.5 | 14.3 | 20.1 | 20.1 |
| 2098 | 13.5 | 14.3 | 20.1 | 20.1 |
| 2099 | 13.5 | 14.3 | 20.0 | 20.0 |
| 2100 | 13.5 | 14.3 | 20.0 | 20.0 |
| 2101 | 13.5 | 14.3 | 20.0 | 20.0 |
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