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.

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.

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, October 20th, 2018 | Renatus | Tucson, AZ
“Self-Directed IRAs and Real Estate” and “Raising Capital for Real Estate” | To learn more, contact Thomas Steinhagen by email at thomas@kkoslawyers.com.

Monday, October 29th – Tuesday, October 30th, 2018 | Retirement Industry Trust Association IRA Institute | Orange County, CA
To learn more, contact Mary Mohr by phone (941) 724-0900 or by email at mmohr@ritaus.org.

Saturday, November 17th, 2018 | Renatus | Chicago, IL
Self-Directed IRAs and Real Estate” and “Raising Capital for Real Estate” | To learn more, contact Thomas Steinhagen by email at thomas@kkoslawyers.com.

PRIOR EVENTS

Thursday, September 27th, 2018 | WealthCounsel | Online
Self-Directed IRA Operating Agreements” | To learn more, contact Thomas Steinhagen by email at thomas@kkoslawyers.com.

Wednesday, September 5th – Thursday, September 6th, 2018 | Retirement Industry Trust Association IRA Institute | Oak Brook, IL
To learn more, contact Mary Mohr by phone (941) 724-0900 or by email at mmohr@ritaus.org.

Saturday, August 4th, 2018 | 3rd Annual SDIRA Summit | Orange County, California
Visit sdirasummit.com to learn more!

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