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 2023. Proceeds go to the OASI and DI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2021 | 253 | 253 |
| 2022 | 231 | 231 |
| 2023 | 214 | 214 |
| 2024 | 196 | 201 |
| 2025 | 178 | 187 |
| 2026 | 159 | 173 |
| 2027 | 141 | 159 |
| 2028 | 122 | 145 |
| 2029 | 104 | 130 |
| 2030 | 85 | 115 |
| 2031 | 66 | 100 |
| 2032 | 46 | 85 |
| 2033 | 27 | 70 |
| 2034 | 7 | 55 |
| 2035 | -13 | 40 |
| 2036 | -33 | 25 |
| 2037 | -54 | 9 |
| 2038 | -76 | -7 |
| 2039 | -97 | -23 |
| 2040 | -119 | -40 |
| 2041 | -142 | -56 |
| 2042 | -165 | -73 |
| 2043 | -188 | -91 |
| 2044 | -211 | -108 |
| 2045 | -235 | -125 |
| 2046 | -258 | -142 |
| 2047 | -282 | -160 |
| 2048 | -306 | -177 |
| 2049 | -330 | -195 |
| 2050 | -354 | -213 |
| 2051 | -378 | -231 |
| 2052 | -403 | -248 |
| 2053 | -427 | -266 |
| 2054 | -452 | -285 |
| 2055 | -477 | -303 |
| 2056 | -502 | -321 |
| 2057 | -527 | -340 |
| 2058 | -552 | -358 |
| 2059 | -578 | -377 |
| 2060 | -604 | -396 |
| 2061 | -630 | -416 |
| 2062 | -657 | -436 |
| 2063 | -684 | -456 |
| 2064 | -712 | -476 |
| 2065 | -740 | -497 |
| 2066 | -768 | -518 |
| 2067 | -796 | -540 |
| 2068 | -825 | -561 |
| 2069 | -855 | -583 |
| 2070 | -884 | -606 |
| 2071 | -914 | -628 |
| 2072 | -945 | -651 |
| 2073 | -976 | -674 |
| 2074 | -1007 | -698 |
| 2075 | -1039 | -722 |
| 2076 | -1071 | -747 |
| 2077 | -1105 | -772 |
| 2078 | -1139 | -798 |
| 2079 | -1175 | -825 |
| 2080 | -1211 | -852 |
| 2081 | -1248 | -880 |
| 2082 | -1286 | -908 |
| 2083 | -1324 | -937 |
| 2084 | -1363 | -966 |
| 2085 | -1403 | -995 |
| 2086 | -1443 | -1025 |
| 2087 | -1483 | -1054 |
| 2088 | -1524 | -1084 |
| 2089 | -1564 | -1114 |
| 2090 | -1604 | -1143 |
| 2091 | -1643 | -1171 |
| 2092 | -1681 | -1198 |
| 2093 | -1718 | -1225 |
| 2094 | -1754 | -1251 |
| 2095 | -1789 | -1277 |
| 2096 | -1825 | -1302 |
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