MAT SORENSEN

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

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

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.

EXPERT
Speaks nationally to investors and professional groups. Instructor for national self-directed IRA industry association (RITA) certification program for employees in the industry.

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MY PRODUCTS

THE SELF DIRECTED IRA HANDBOOK

  • Over 20,000 Copies Sold
  • Most Widely Used Book in the SDIRA Industry
  • Amazon Best-Seller and 5-Star Customer Rating
  • 15 Chapters Covering all Topics Applicable to
    Self-Directed Investors

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2017 Self Directed IRA Summit
Video Recording

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

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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.

Legal Consulting

The lawyers in my firm regularly advise clients on the laws which effect their self-directed investments (prohibited transaction rules, unrelated business taxable income, etc.) and provide structures and solutions to properly navigate these complex rules.

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

TThe Self Directed IRA Handbook Video
Training Package

  • 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

  • March 27, 2018Retirement Industry Trust Association RITA
    Self Directed IRA Case Litigation Update Washington, D.C.. Contact RITA for details.
  • April 7, 2018Note Investor Summit
    Using an IRA/LLC or Solo 401(k) to Invest in Notes.Irvine, CA. Contact Note Investor Summit for details and registration.

PRIOR EVENTS

  • Oct 18, 2017 – Reference Weekly Podcast and show podcast image and use itunes and sticher icons and links to listen. use descriptive language, Mat is the co-host, along with his partner Mark J. Kohler, of the top rated Refresh Your Wealth Podcast.
  • Dec 13, 2017 – 5-10 pm New Wealth Advisors Club, “Real Estate and Self Directed Retirement Plan Investing” , Riverside, CA. Contact New Wealth Advisors Club for details and registration.