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 2024. Proceeds go to the OASI and DI 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 | 182 |
| 2026 | 160 | 170 |
| 2027 | 143 | 158 |
| 2028 | 126 | 146 |
| 2029 | 109 | 133 |
| 2030 | 91 | 121 |
| 2031 | 74 | 108 |
| 2032 | 57 | 95 |
| 2033 | 39 | 83 |
| 2034 | 21 | 70 |
| 2035 | 3 | 57 |
| 2036 | -16 | 43 |
| 2037 | -35 | 30 |
| 2038 | -54 | 16 |
| 2039 | -74 | 1 |
| 2040 | -95 | -13 |
| 2041 | -116 | -28 |
| 2042 | -137 | -43 |
| 2043 | -158 | -58 |
| 2044 | -180 | -73 |
| 2045 | -202 | -88 |
| 2046 | -224 | -104 |
| 2047 | -246 | -120 |
| 2048 | -268 | -135 |
| 2049 | -291 | -151 |
| 2050 | -313 | -167 |
| 2051 | -336 | -184 |
| 2052 | -359 | -200 |
| 2053 | -383 | -216 |
| 2054 | -406 | -233 |
| 2055 | -430 | -250 |
| 2056 | -453 | -267 |
| 2057 | -477 | -284 |
| 2058 | -501 | -301 |
| 2059 | -525 | -319 |
| 2060 | -550 | -337 |
| 2061 | -575 | -355 |
| 2062 | -601 | -374 |
| 2063 | -627 | -393 |
| 2064 | -654 | -413 |
| 2065 | -681 | -433 |
| 2066 | -708 | -453 |
| 2067 | -736 | -473 |
| 2068 | -764 | -494 |
| 2069 | -792 | -515 |
| 2070 | -821 | -536 |
| 2071 | -850 | -558 |
| 2072 | -880 | -580 |
| 2073 | -910 | -603 |
| 2074 | -940 | -626 |
| 2075 | -971 | -649 |
| 2076 | -1003 | -673 |
| 2077 | -1036 | -697 |
| 2078 | -1069 | -722 |
| 2079 | -1104 | -748 |
| 2080 | -1139 | -774 |
| 2081 | -1175 | -801 |
| 2082 | -1212 | -828 |
| 2083 | -1249 | -855 |
| 2084 | -1286 | -883 |
| 2085 | -1324 | -911 |
| 2086 | -1363 | -939 |
| 2087 | -1402 | -968 |
| 2088 | -1442 | -996 |
| 2089 | -1481 | -1025 |
| 2090 | -1520 | -1053 |
| 2091 | -1558 | -1080 |
| 2092 | -1595 | -1107 |
| 2093 | -1632 | -1133 |
| 2094 | -1668 | -1159 |
| 2095 | -1703 | -1184 |
| 2096 | -1738 | -1209 |
| 2097 | -1773 | -1234 |
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