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 in its 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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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


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



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


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

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.