Chisholm Journal: Simplicity & Smart Money
Financial Discipline to Freedom
From Discipline to Freedom: Secure Act Updates
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From Discipline to Freedom: Secure Act Updates

Beneficial to investors, there are some provisions impacting college saving and retirement that you need to know about!

This episode outlines the Secure Act 2.0, passed by congress in December 2022. Very beneficial to investors, we will discuss the most important provisions that may impact you, including:

  1. Raising of the minimum age for required minimum distributions.

  2. Changes to 529 planning that make it more flexible to plan for college, without sacrificing retirement savings.

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Discussion about this podcast

Chisholm Journal: Simplicity & Smart Money
Financial Discipline to Freedom
I’m Jenny Logan, Certified Financial Planner™, rural living evangelist, aspiring homesteader, and business owner. This podcast focuses on the journey to financial freedom, self-sufficiency, and a life of purpose and meaning. We talk big picture about the purpose of financial freedom, but also share some straightforward strategies that, with a little discipline, anyone can implement to work towards financial success.