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.

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

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 as a Second Edition.

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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3rd Annual Self-Directed IRA Summit Registration

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

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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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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).



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



Wednesday, May 23rd, 2018 | Scottsdale Area Association of Realtors | Scottsdale, Arizona
“Using IRAs to Purchase Commercial Real Estate” | Visit to register.

Saturday, August 4th, 20183rd Annual SDIRA Summit | Orange County, California
Visit to register now!


Friday, May 18th, 2018 | National Conference of Pension Partners | Salt Lake City, Utah
“What Every Financial Advisor Must Know About SDIRAs and 401(k) Plans”

Wednesday, May 9th – Friday, 11th, 2018 | Retirement Industry Trust Association IRA Insitute | Aurora, Colorado
To learn more, contact Mary Mohr by phone (941) 724-0900 or by email at

April 7th, 2018 | Note Investor Summit | Irvine, California
“Using an IRA/LLC or Solo 401(k) to Invest in Notes” | Visit Note Investor Summit for details and to register.

March 27th, 2018 | Retirement Industry Trust Association | Washington, D.C.
“Self Directed IRA Case Litigation Update” | Contact RITA for details.

Dec 13th, 2017 | New Wealth Advisors Club | Riverside, California
“Real Estate and Self Directed Retirement Plan Investing” | Contact New Wealth Advisors Club for details and registration.