Mat has been at the forefront of the Self-Directed IRA industry for over a decade. He’s CEO of Directed IRA, a partner at KKOS Lawyers, national speaker, top ranked podcast host, best-selling author, and a self-directed retirement investor. Mat is also a Contributor at Entrepreneur.com writing on retirement, tax, and legal topics.
Mat is the CEO of Directed IRA & Directed Trust Company, where they establish and serve as custodian for all types of self-directed accounts (IRAs, Roth IRAs, HSA, Coverdells, solo Ks, custodial accounts) for self-directed asset classes such as real estate, private company/private equity, IRA/LLCs, precious metals, and cryptocurrency. Accounts can be opened on-line at https://directedira.com/
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.
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.
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 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. To learn more or register now, visit the SDIRA Summit website
Mat served for five years as the primary instructor for the Self-Directed IRA Professional certification program offered by the Retirement Industry Trust Association… The certification program has had hundreds of attendees that have included sales, compliance, CEOs, General Counsel, and regulators from across the self-directed IRA industry.
Mat is a Contributor at Entrepreneur.com writing on retirement, tax, and legal topics. His published articles can be found here.
In addition to serving as CEO of Directed IRA and 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.
J.D. University of Maryland School of Law, 2004
B.S. University of Utah, Economics, 2001
To book Mat for speaking events, Podcasts, or Interviews, Please contact Thomas Steinhagen at (435) 586-9366.