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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