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 |
| 2023 | 204 | 204 |
| 2024 | 187 | 187 |
| 2025 | 168 | 168 |
| 2026 | 149 | 153 |
| 2027 | 131 | 138 |
| 2028 | 114 | 123 |
| 2029 | 96 | 109 |
| 2030 | 78 | 94 |
| 2031 | 60 | 80 |
| 2032 | 43 | 65 |
| 2033 | 25 | 50 |
| 2034 | 7 | 35 |
| 2035 | -12 | 20 |
| 2036 | -31 | 5 |
| 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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