MAT SORENSEN

CEO – ATTORNEY – AUTHOR
Mat has been at the forefront of the Self-Directed IRA industry for over a decade. He’s CEO of Directed IRA,
a lawyer, national speaker, top ranked podcast host, best-selling author, and a self-directed retirement investor.

CEO Directed IRA
Mat is the CEO of Directed IRA and Directed Trust Company where they serve as custodian for all types of self-directed accounts.

AUTHOR
The Self Directed IRA Handbook is an Amazon Best-Seller and has sold over 20,000 copies. It is the most widely used book in the SDIRA industry, and now available in its Second Edition.

ATTORNEY
Mat has represented thousands of self-directed investors as well as banks, trust companies, and fund managers.

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MY PRODUCTS

The Self-Directed IRA Handbook,

Second Edition

  • Over 20,000 Copies Sold
  • Most-Widely Used Book in the SDIRA Industry
  • A Five-Star Rated Amazon Best-Seller
  • 19 Chapters Covering all Topics Applicable to
    Self-Directed Investors

Add to cartRead more

2018 SDIRA Summit Video Series

  • The Most Comprehensive Training on Self-Directed
    IRAs and 401(k)s Ever Assembled
  • 8 hours of Self-Directed Content

Add to cartRead more

MY SERVICES

IRA/LLC Entity Set-Up

An IRA/LLC is used by many self-directed IRA and 401(k) investors (e.g., real estate, cryptocurrency) to have greater control and protection with their self-directed investments.

Self-Directed IRA Accounts.

My company, Directed IRA and Directed Trust Company, serve as custodian for all types of self-directed accounts. To learn more go to https://directedira.com/

Solo 401(k) Set-Up

We establish self-directed solo 401(k)s for self-employed clients and advise them on how they can build and grow their 401(k) with non-publicly traded investments.

990-T Tax Return

We prepare and filed 990-T tax returns for clients IRAs and solo 401(k)s. 990-T Tax returns are required when IRAs and 401(k) run into unrelated business income tax (UBIT).

MY BLOG

MY VIDEOS

Total SDIRA Bundle:

  • The Self-Directed IRA Handbook (eBook
    Version): Endorsed and used by most major
    self-directed IRA Custodians, this Amazon
    Best-Seller is the most…Read More

The Self-Directed IRA Handbook Video Series

  • 1.5 Hours of Video Training along with
    downloadable slides
  • The fastest way to learn to learn the most
    important rules and strategies for
    self-directed…Read More

EVENTS & PODCAST

UPCOMING LIVE EVENTS

Saturday, March 2nd, 2019 | 12th Annual NoteWorthy Investor Summit | Newport Beach, CA
Note Investing with a Self-Directed IRA or 401(k)” | Visit the NoteWorthy Investor Summit event page to register now!

Saturday, March 16th, 2019 | Los Angeles, CA
Self-Directed IRAs and Real Estate” and “Parnerships and Raising Money for Real Estate” | Email Thomas Steinhagen to learn more.

Saturday, June 8th, 2019 | Seattle, WA
Self-Directed IRAs and Real Estate” and “Parnerships and Raising Money for Real Estate” | Email Thomas Steinhagen to learn more.

Thursday, August 1st – Friday, August 2nd, 2019 | WealthCounsel | Boston, MA
Using Self-Directed IRAs to Invest into Alternative Assets” | Email Thomas Steinhagen to learn more.

Saturday, August 24th, 2019 | Sacramento, CA
Self-Directed IRAs and Real Estate” and “Parnerships and Raising Money for Real Estate” | Email Thomas Steinhagen to learn more.

PRIOR EVENTS

Friday, February 1st, 2019 | Fourplex Investment Group | Provo, UT
Using a Self-Directed IRA to Invest in Real Estate or Notes”

Monday, January 28th, 2019 | AZREIA | Phoenix, AZ
Note Investing with a Self-Directed IRA or 401(k)

Wednesday, December 5th, 2018 | Riverside, CA
Self-Directed IRAs and Real Estate

Saturday, November 17th, 2018 | Chicago, IL
Self-Directed IRAs and Real Estate” and “Fundraising Real Estate

Monday, October 29th – Tuesday, October 30th, 2018 | Retirement Industry Trust Association IRA Institute | Orange County, CA