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About Mat

Mat has been at the forefront of the Self-Directed IRA industry since 2006. 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 VIP Contributor at Entrepreneur.com writing on retirement, tax, and legal topics.

CEO of Directed IRA

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, HSAs, Coverdells, Solo(k)s, 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 Directed IRA.

Attorney

Mat is a partner at the law firm KKOS Lawyers where he has worked with thousands of self-directed investors and has advised companies in the industry including banks, trust companies, third party administrators, government agencies, and investment sponsors on self-directed IRA matters.

Mat Sorensen Lawyer

Best-Selling 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 30,000 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.

National Speaker
and Expert

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 successful self-directed investors do, understand the tax and legal rules, and go beyond the basics of self-directed investing.

In The Media

I appear regularly on network TV as a tax,
legal, and retirement expert.

Education

J.D. University of Maryland
School of Law, 2004
B.S. University of Utah.
Economics. 2001