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🇺🇸 United States

Catalog updated 2026-10-12. Selected source documents, reviewed around elections, budgets and pension-rule changes.

Election watch

Congressional midterms: 3 November 2026.

This elects Congress; it is not a presidential election. State election offices administer voting and can have additional dates.

Election information source ↗

Election information last checked 2026-09-17. The April presidential request, September mid-session review, congressional resolution and minority-party analyses serve different purposes. No single Democratic 2026 election budget has been verified in this collection.

How these documents compare

Analysis only

FY 2027 request and opposition response

Government document · Opposition document

Same fiscal year, different instruments: a presidential request and a minority-party critique. No complete matched opposition budget was verified; do not calculate party-to-party fiscal differences from these documents.

Government and alternative plans

Source documents for reference. A party's costing is its own estimate unless identified as independent. Different years, definitions and government levels are not directly comparable. These documents do not automatically change the simulator.

Presidential budget request · FY 2027 · published April 2026

Budget of the US Government, FY 2027 ↗

White House / Office of Management and Budget

The administration’s proposed fiscal priorities. A request is not enacted appropriations, and Congress can change it.

Last checked 2026-09-18

Government supplemental budget update · FY 2026–27 updates; mandatory-program projections through FY 2031

Mid-Session Review: Budget of the U.S. Government, Fiscal Year 2027 ↗

White House / Office of Management and Budget · United States — federal · Published 2026-09-04

This statutory supplement updates the April presidential request for legislative, economic and technical changes. It includes an administration request for $87.6 billion in supplemental funding and projects $4.958 trillion of FY 2027 mandatory-program outlays in Table S-1. It is a partial federal update, not enacted appropriations or a complete general-government forecast; it does not supply a like-for-like replacement for the landing-page debt, deficit and spending ratios.

PDF pp. 1–2, Mid-Session Review and Summary; p. 3, Table S-1; p. 4, Table S-2

Last checked 2026-10-12 · Complete 12-page document reviewed

Congressional budget resolution · FY 2026; levels through FY 2035

S. Con. Res. 33: congressional budget resolution ↗

US House Rules Committee

Legislative text and supporting material for the budget resolution. Budget resolutions and spending laws are different instruments.

Last checked 2026-09-17

Opposition analysis collection · 2026 / FY 2027 materials

Budget reports and documents ↗

House Budget Committee Democrats

Minority-party analyses and critiques of the administration and congressional plans. These reports are not labelled as a complete costed alternative budget.

Last checked 2026-09-17

Opposition analysis · FY 2027

Trump’s 2027 Budget Puts America Last ↗

House Budget Committee Democrats · Published 2026-04-03

A dated minority-party response to the FY 2027 presidential request. The committee index confirms its title and date; the full page could not be retrieved in this review. It is not a complete alternative budget or a 2026 election platform.

Last checked 2026-09-18 · publisher index verified; full text unavailable

Pension eligibility and payments

Selected scheme verified

Social Security retirement insurance

2026 eligibility formula

Eligibility age
67 full age (born 1960+); early 62
Payment basis
Earnings-based; no flat national rate

Full retirement age varies by birth year. Early claims reduce payments; delaying can increase them up to age 70. For first eligibility in 2026, the monthly base formula uses 90% of the first US$1,286 of average indexed monthly earnings, 32% through US$7,749 and 15% above that. This is not a guaranteed payment.

Sources checked 2026-09-18. Selected scheme coverage; other schemes and exceptions may apply.

Reference information only. These rules and payments do not change the simulator’s fiscal model or calculate an individual pension entitlement.

Tax starting points

Income tax
10–37% federal + state/local
Corporation tax
21% federal + state
VAT / sales tax
No federal VAT · state/local sales tax
Tariffs
Rates depend on the product, origin and trade agreement.

Federal ordinary-income marginal rates, retained from 2025 under the 2025 legislation. State/local income taxes may apply. The 21% corporation rate is for C corporations; alternative minimum tax and pass-through rules differ.

Tax sources checked 2026-09-17. These are headline references; marginal rates apply to income bands, not every unit of income. Payroll contributions and allowances are not included in this compact comparison.

Income tax source · Corporation tax source · WTO tariff schedules

Pension schedules still marked “Not yet verified” are missing verified comparison data, not countries without pensions. Pension entitlements depend on contributions, age, residence and scheme.

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