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 2027. Proceeds go to the OASI and DI 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 | 116 |
| 2029 | 95 | 102 |
| 2030 | 78 | 88 |
| 2031 | 60 | 74 |
| 2032 | 43 | 60 |
| 2033 | 26 | 46 |
| 2034 | 9 | 33 |
| 2035 | -9 | 19 |
| 2036 | -27 | 5 |
| 2037 | -45 | -10 |
| 2038 | -63 | -25 |
| 2039 | -83 | -40 |
| 2040 | -102 | -56 |
| 2041 | -122 | -72 |
| 2042 | -143 | -88 |
| 2043 | -164 | -105 |
| 2044 | -185 | -122 |
| 2045 | -206 | -139 |
| 2046 | -228 | -156 |
| 2047 | -250 | -174 |
| 2048 | -272 | -191 |
| 2049 | -295 | -209 |
| 2050 | -317 | -227 |
| 2051 | -340 | -246 |
| 2052 | -363 | -264 |
| 2053 | -386 | -283 |
| 2054 | -409 | -302 |
| 2055 | -433 | -321 |
| 2056 | -457 | -340 |
| 2057 | -481 | -360 |
| 2058 | -505 | -380 |
| 2059 | -530 | -400 |
| 2060 | -556 | -421 |
| 2061 | -582 | -443 |
| 2062 | -609 | -465 |
| 2063 | -636 | -487 |
| 2064 | -664 | -511 |
| 2065 | -692 | -534 |
| 2066 | -721 | -558 |
| 2067 | -750 | -582 |
| 2068 | -780 | -607 |
| 2069 | -810 | -632 |
| 2070 | -840 | -657 |
| 2071 | -871 | -683 |
| 2072 | -903 | -710 |
| 2073 | -935 | -737 |
| 2074 | -967 | -764 |
| 2075 | -1000 | -792 |
| 2076 | -1035 | -821 |
| 2077 | -1070 | -850 |
| 2078 | -1106 | -880 |
| 2079 | -1142 | -912 |
| 2080 | -1180 | -943 |
| 2081 | -1219 | -976 |
| 2082 | -1258 | -1008 |
| 2083 | -1298 | -1042 |
| 2084 | -1338 | -1076 |
| 2085 | -1380 | -1111 |
| 2086 | -1423 | -1147 |
| 2087 | -1466 | -1183 |
| 2088 | -1510 | -1220 |
| 2089 | -1554 | -1256 |
| 2090 | -1599 | -1293 |
| 2091 | -1643 | -1330 |
| 2092 | -1687 | -1366 |
| 2093 | -1731 | -1402 |
| 2094 | -1774 | -1438 |
| 2095 | -1816 | -1473 |
| 2096 | -1858 | -1508 |
| 2097 | -1900 | -1542 |
| 2098 | -1941 | -1576 |
| 2099 | -1982 | -1610 |
| 2100 | -2022 | -1643 |
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