Proposed Provision: F6. Apply a 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 2019. Proceeds go to the OASDI Trust Fund.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2017 | 298 | 298 |
| 2018 | 287 | 287 |
| 2019 | 273 | 273 |
| 2020 | 259 | 264 |
| 2021 | 245 | 255 |
| 2022 | 230 | 245 |
| 2023 | 215 | 234 |
| 2024 | 199 | 223 |
| 2025 | 182 | 211 |
| 2026 | 165 | 198 |
| 2027 | 148 | 185 |
| 2028 | 130 | 171 |
| 2029 | 112 | 158 |
| 2030 | 94 | 144 |
| 2031 | 75 | 131 |
| 2032 | 56 | 117 |
| 2033 | 37 | 102 |
| 2034 | 16 | 87 |
| 2035 | -4 | 72 |
| 2036 | -26 | 56 |
| 2037 | -47 | 40 |
| 2038 | -70 | 24 |
| 2039 | -92 | 7 |
| 2040 | -115 | -9 |
| 2041 | -138 | -25 |
| 2042 | -161 | -41 |
| 2043 | -184 | -58 |
| 2044 | -207 | -74 |
| 2045 | -230 | -90 |
| 2046 | -253 | -105 |
| 2047 | -276 | -121 |
| 2048 | -300 | -137 |
| 2049 | -323 | -153 |
| 2050 | -346 | -168 |
| 2051 | -370 | -184 |
| 2052 | -393 | -200 |
| 2053 | -417 | -215 |
| 2054 | -440 | -231 |
| 2055 | -464 | -247 |
| 2056 | -487 | -262 |
| 2057 | -511 | -279 |
| 2058 | -536 | -295 |
| 2059 | -560 | -312 |
| 2060 | -585 | -329 |
| 2061 | -611 | -346 |
| 2062 | -637 | -364 |
| 2063 | -663 | -382 |
| 2064 | -690 | -400 |
| 2065 | -717 | -419 |
| 2066 | -745 | -437 |
| 2067 | -772 | -457 |
| 2068 | -801 | -476 |
| 2069 | -829 | -496 |
| 2070 | -858 | -516 |
| 2071 | -888 | -537 |
| 2072 | -918 | -558 |
| 2073 | -949 | -580 |
| 2074 | -981 | -602 |
| 2075 | -1014 | -625 |
| 2076 | -1047 | -649 |
| 2077 | -1082 | -673 |
| 2078 | -1117 | -698 |
| 2079 | -1153 | -723 |
| 2080 | -1190 | -748 |
| 2081 | -1227 | -774 |
| 2082 | -1264 | -799 |
| 2083 | -1300 | -825 |
| 2084 | -1337 | -850 |
| 2085 | -1374 | -876 |
| 2086 | -1410 | -901 |
| 2087 | -1446 | -926 |
| 2088 | -1483 | -952 |
| 2089 | -1520 | -978 |
| 2090 | -1557 | -1004 |
| 2091 | -1595 | -1031 |
| 2092 | -1633 | -1058 |
back