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
2022230230
2023211211
2024194194
2025177182
2026160170
2027143158
2028126146
2029109133
203091121
203174108
20325795
20333983
20342170
2035357
2036-1643
2037-3530
2038-5416
2039-741
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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