Full Name
Mat Sorensen
Job Title
CEO & Attorney
Company
Directed IRA & Directed Trust Company
Speaker Bio
Mat has been at the forefront of the self-directed IRA industry since 2006. He is the CEO of Directed IRA & Directed Trust Company where they handle all types of self-directed accounts (IRAs, Roth IRAs, HSAs, Coverdell ESA, solo Ks, and custodial accounts) which are typically invested into real estate, private company/private equity, IRA/LLCs, notes, precious metals, and cryptocurrency.
Mat’s legal practice areas include self-directed IRA law, business entity formation, tax law, real estate, and securities law. Mat’s practice has a particular emphasis on self-directed retirement plan law. Mat has advised thousands of self-directed IRA investors. Mat's clients have included trust companies, financial institutions, insurance companies, hedge funds, and third party administrators. In addition to his legal practice, Mat has served as the primary instructor for the Retirement Industry Trust Association's (RITA) Self Directed IRA Professional certification program.
Mat is the best-selling author of The Self-Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors. The Self-Directed IRA Handbook, Second Edition was released in May 2018. It was the #1 Hot New Release on Amazon/Kindle in January 2014 in the retirement planning category, and #3 overall Best Seller in January 2014 in the same category. It has sold 20,000 copies and is the most widely used book in the SDIRA industry. Mat has also been cited, referenced, or published by the Wall Street Journal, Forbes, The Guardian, Entrepreneur, and Yahoo Finance on self-directed IRA topics.
Mat regularly consults self-directed retirement account owners on IRC 4975 and the prohibited transaction rules applicable to self-directed retirement account investments, on UBTI and UDFI taxes, and has successfully represented SDIRA owners before the IRS Appeals Office and the U.S. Tax Court.
Visit https://www.sdirahandbook.com to learn more.
EDUCATION
J.D., University of Maryland School of Law, 2004
B.S. Economics, University of Utah, 2001
Mat’s legal practice areas include self-directed IRA law, business entity formation, tax law, real estate, and securities law. Mat’s practice has a particular emphasis on self-directed retirement plan law. Mat has advised thousands of self-directed IRA investors. Mat's clients have included trust companies, financial institutions, insurance companies, hedge funds, and third party administrators. In addition to his legal practice, Mat has served as the primary instructor for the Retirement Industry Trust Association's (RITA) Self Directed IRA Professional certification program.
Mat is the best-selling author of The Self-Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors. The Self-Directed IRA Handbook, Second Edition was released in May 2018. It was the #1 Hot New Release on Amazon/Kindle in January 2014 in the retirement planning category, and #3 overall Best Seller in January 2014 in the same category. It has sold 20,000 copies and is the most widely used book in the SDIRA industry. Mat has also been cited, referenced, or published by the Wall Street Journal, Forbes, The Guardian, Entrepreneur, and Yahoo Finance on self-directed IRA topics.
Mat regularly consults self-directed retirement account owners on IRC 4975 and the prohibited transaction rules applicable to self-directed retirement account investments, on UBTI and UDFI taxes, and has successfully represented SDIRA owners before the IRS Appeals Office and the U.S. Tax Court.
Visit https://www.sdirahandbook.com to learn more.
EDUCATION
J.D., University of Maryland School of Law, 2004
B.S. Economics, University of Utah, 2001
