Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts.
AUTHOR
Mat is the author of The Self Directed IRA Handbook, Second Edition: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors.
The Self Directed IRA Handbook has received numerous distinctions.
- Over 20,000 Copies Sold.
- The most-widely used and referenced book in the self-directed IRA industry.
- Endorsed or used for training by nearly all major self-directed IRA custodians.
- Used by the national association for the industry (RITA) as part of industry certification.
- A Five-Star Rated Amazon Best-Seller.
LAWYER
Mat has advised thousands of clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s. In addition to account owners, his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third party administrators.
Mat regularly consults self directed IRA owners on IRC 4975 and the prohibited transaction rules, on UBTI and UDFI taxes, and has represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court.
Mat is a partner at Kyler Kohler Ostermiller & Sorensen, LLP in its Phoenix, AZ office.
Attorney at Law Magazine profiled Mat in 2015 article, “Building a Niche Practice,” and later featured Mat as Attorney of the Month in 2017 article, “Mat Sorensen: The Master of IRA Investments.”
Mat was awarded the For the Love of Justice Pro Bono award and recognized by the State Bar of Arizona and Community Legal Services of Arizona in September 2017.
NATIONAL SPEAKER AND EXPERT
Mat routinely speaks to investors and professional groups on self-directed IRA topics.
Every year, I host the nation’s most comprehensive, one-day event for self-directed IRA and 401(k) investors: The Self-Directed IRA Summit. It is the best opportunity to network with other self-directed investors, learn what my most successful clients do, and go beyond the basics of self-directed investing. A recording of the event and all materials are provided after the Summit.
To learn more, please visit the Self-Directed IRA Summit website or to get immediate access to the most recent SDIRA Summit video series, please visit the 2018 Self-Directed IRA Summit Video Series page.
Mat serves as a primary instructor for the Self-Directed IRA Professional certification program. The certification program has had hundreds of attendees that has included sales, compliance, CEOs, General Counsel, and regulators from across the self-directed IRA industry. RITA is the premier national association representing the self directed retirement plan industry.
Outside Activities
In addition to practicing law, Mat is a real estate investor, and has owned and managed a title insurance agency which handled over $100M in real estate transactions.
Mat was a guitarist in a classic rock cover band known as Spilbeedog. Mat is an avid cyclist and races road, cyclocross, and mountain bikes.
Mat has an amazing wife and three daughters.
Education
J.D. University of Maryland School of Law, 2004
B.S. University of Utah, Economics, 2001
Media Kit
To book Mat for speaking events, Podcasts, or Interviews, Please contact Thomas Steinhagen at (435) 586-9366.