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 2024. Proceeds go to the OASDI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2022 | 230 | 230 |
| 2023 | 211 | 211 |
| 2024 | 194 | 194 |
| 2025 | 177 | 187 |
| 2026 | 160 | 180 |
| 2027 | 143 | 172 |
| 2028 | 126 | 165 |
| 2029 | 109 | 157 |
| 2030 | 91 | 149 |
| 2031 | 74 | 140 |
| 2032 | 57 | 132 |
| 2033 | 39 | 124 |
| 2034 | 21 | 116 |
| 2035 | 3 | 108 |
| 2036 | -16 | 100 |
| 2037 | -35 | 91 |
| 2038 | -54 | 83 |
| 2039 | -74 | 74 |
| 2040 | -95 | 65 |
| 2041 | -116 | 56 |
| 2042 | -137 | 47 |
| 2043 | -158 | 38 |
| 2044 | -180 | 29 |
| 2045 | -202 | 20 |
| 2046 | -224 | 10 |
| 2047 | -246 | 1 |
| 2048 | -268 | -8 |
| 2049 | -291 | -18 |
| 2050 | -313 | -28 |
| 2051 | -336 | -37 |
| 2052 | -359 | -47 |
| 2053 | -383 | -57 |
| 2054 | -406 | -68 |
| 2055 | -430 | -78 |
| 2056 | -453 | -89 |
| 2057 | -477 | -99 |
| 2058 | -501 | -110 |
| 2059 | -525 | -122 |
| 2060 | -550 | -133 |
| 2061 | -575 | -145 |
| 2062 | -601 | -157 |
| 2063 | -627 | -170 |
| 2064 | -654 | -182 |
| 2065 | -681 | -196 |
| 2066 | -708 | -209 |
| 2067 | -736 | -222 |
| 2068 | -764 | -236 |
| 2069 | -792 | -250 |
| 2070 | -821 | -264 |
| 2071 | -850 | -279 |
| 2072 | -880 | -294 |
| 2073 | -910 | -309 |
| 2074 | -940 | -325 |
| 2075 | -971 | -340 |
| 2076 | -1003 | -357 |
| 2077 | -1036 | -373 |
| 2078 | -1069 | -390 |
| 2079 | -1104 | -408 |
| 2080 | -1139 | -425 |
| 2081 | -1175 | -443 |
| 2082 | -1212 | -461 |
| 2083 | -1249 | -479 |
| 2084 | -1286 | -498 |
| 2085 | -1324 | -516 |
| 2086 | -1363 | -534 |
| 2087 | -1402 | -552 |
| 2088 | -1442 | -571 |
| 2089 | -1481 | -589 |
| 2090 | -1520 | -606 |
| 2091 | -1558 | -623 |
| 2092 | -1595 | -640 |
| 2093 | -1632 | -656 |
| 2094 | -1668 | -672 |
| 2095 | -1703 | -688 |
| 2096 | -1738 | -703 |
| 2097 | -1773 | -718 |
back