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 2021. Proceeds go to the OASI and DI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
Year |
Current Law |
Provision |
2019 | 273 | 273 |
2020 | 260 | 260 |
2021 | 245 | 245 |
2022 | 229 | 234 |
2023 | 213 | 223 |
2024 | 197 | 211 |
2025 | 180 | 199 |
2026 | 163 | 187 |
2027 | 147 | 174 |
2028 | 130 | 162 |
2029 | 114 | 150 |
2030 | 97 | 138 |
2031 | 80 | 125 |
2032 | 63 | 113 |
2033 | 46 | 100 |
2034 | 28 | 88 |
2035 | 10 | 75 |
2036 | -9 | 62 |
2037 | -28 | 48 |
2038 | -47 | 34 |
2039 | -67 | 20 |
2040 | -87 | 6 |
2041 | -108 | -8 |
2042 | -129 | -23 |
2043 | -150 | -37 |
2044 | -171 | -52 |
2045 | -192 | -66 |
2046 | -213 | -80 |
2047 | -234 | -94 |
2048 | -255 | -108 |
2049 | -276 | -122 |
2050 | -297 | -136 |
2051 | -318 | -150 |
2052 | -338 | -163 |
2053 | -359 | -177 |
2054 | -380 | -191 |
2055 | -401 | -205 |
2056 | -422 | -218 |
2057 | -444 | -232 |
2058 | -465 | -247 |
2059 | -487 | -261 |
2060 | -509 | -276 |
2061 | -531 | -291 |
2062 | -554 | -306 |
2063 | -577 | -322 |
2064 | -601 | -338 |
2065 | -625 | -354 |
2066 | -649 | -371 |
2067 | -674 | -387 |
2068 | -699 | -405 |
2069 | -724 | -422 |
2070 | -749 | -440 |
2071 | -776 | -458 |
2072 | -802 | -477 |
2073 | -830 | -496 |
2074 | -857 | -515 |
2075 | -885 | -535 |
2076 | -914 | -556 |
2077 | -944 | -577 |
2078 | -975 | -598 |
2079 | -1007 | -620 |
2080 | -1039 | -643 |
2081 | -1072 | -666 |
2082 | -1106 | -689 |
2083 | -1139 | -712 |
2084 | -1173 | -735 |
2085 | -1207 | -759 |
2086 | -1242 | -782 |
2087 | -1275 | -806 |
2088 | -1309 | -829 |
2089 | -1342 | -851 |
2090 | -1375 | -874 |
2091 | -1407 | -896 |
2092 | -1439 | -918 |
2093 | -1471 | -940 |
2094 | -1503 | -963 |
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