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 2020. Proceeds go to the OASI and DI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2018 | 288 | 288 |
| 2019 | 272 | 272 |
| 2020 | 256 | 256 |
| 2021 | 239 | 245 |
| 2022 | 223 | 233 |
| 2023 | 206 | 220 |
| 2024 | 188 | 208 |
| 2025 | 171 | 195 |
| 2026 | 154 | 182 |
| 2027 | 137 | 170 |
| 2028 | 120 | 157 |
| 2029 | 104 | 145 |
| 2030 | 86 | 132 |
| 2031 | 69 | 119 |
| 2032 | 51 | 106 |
| 2033 | 33 | 93 |
| 2034 | 14 | 80 |
| 2035 | -5 | 66 |
| 2036 | -25 | 51 |
| 2037 | -46 | 37 |
| 2038 | -67 | 21 |
| 2039 | -88 | 6 |
| 2040 | -110 | -9 |
| 2041 | -132 | -25 |
| 2042 | -154 | -40 |
| 2043 | -176 | -56 |
| 2044 | -199 | -71 |
| 2045 | -221 | -87 |
| 2046 | -244 | -102 |
| 2047 | -267 | -118 |
| 2048 | -289 | -133 |
| 2049 | -312 | -148 |
| 2050 | -335 | -163 |
| 2051 | -358 | -179 |
| 2052 | -381 | -194 |
| 2053 | -403 | -209 |
| 2054 | -426 | -224 |
| 2055 | -450 | -240 |
| 2056 | -473 | -255 |
| 2057 | -496 | -271 |
| 2058 | -520 | -287 |
| 2059 | -544 | -303 |
| 2060 | -569 | -320 |
| 2061 | -594 | -337 |
| 2062 | -619 | -354 |
| 2063 | -645 | -371 |
| 2064 | -671 | -389 |
| 2065 | -698 | -408 |
| 2066 | -725 | -426 |
| 2067 | -752 | -445 |
| 2068 | -780 | -465 |
| 2069 | -808 | -484 |
| 2070 | -837 | -504 |
| 2071 | -866 | -525 |
| 2072 | -896 | -546 |
| 2073 | -927 | -567 |
| 2074 | -958 | -589 |
| 2075 | -990 | -612 |
| 2076 | -1023 | -635 |
| 2077 | -1057 | -659 |
| 2078 | -1092 | -684 |
| 2079 | -1128 | -709 |
| 2080 | -1165 | -734 |
| 2081 | -1202 | -760 |
| 2082 | -1240 | -786 |
| 2083 | -1278 | -813 |
| 2084 | -1316 | -839 |
| 2085 | -1354 | -866 |
| 2086 | -1392 | -892 |
| 2087 | -1430 | -919 |
| 2088 | -1468 | -945 |
| 2089 | -1505 | -971 |
| 2090 | -1543 | -997 |
| 2091 | -1580 | -1023 |
| 2092 | -1618 | -1049 |
| 2093 | -1655 | -1076 |
back