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 2025. Proceeds go to the OASI and DI Trust Funds.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Current Law Provision
2023204204
2024187187
2025168168
2026149153
2027131138
2028114123
202996109
20307894
20316080
20324365
20332550
2034735
2035-1220
2036-315
2037-51-11
2038-70-27
2039-91-44
2040-112-60
2041-133-78
2042-154-95
2043-176-113
2044-198-130
2045-220-148
2046-243-166
2047-265-184
2048-288-202
2049-311-221
2050-333-239
2051-357-258
2052-380-276
2053-403-295
2054-427-314
2055-450-333
2056-474-353
2057-498-372
2058-522-392
2059-547-412
2060-572-433
2061-597-454
2062-623-475
2063-650-497
2064-677-520
2065-705-543
2066-733-566
2067-762-590
2068-791-614
2069-820-639
2070-850-663
2071-880-689
2072-911-714
2073-942-740
2074-974-767
2075-1006-794
2076-1039-822
2077-1074-850
2078-1108-879
2079-1144-909
2080-1181-940
2081-1218-971
2082-1256-1002
2083-1294-1034
2084-1333-1066
2085-1373-1099
2086-1413-1132
2087-1453-1165
2088-1494-1198
2089-1534-1231
2090-1574-1263
2091-1613-1295
2092-1651-1327
2093-1689-1357
2094-1726-1387
2095-1762-1417
2096-1798-1446
2097-1833-1474
2098-1868-1503
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