#25 The Self-Directed IRA Handbook with Mat Sorensen!

Mat Sorensen is the CEO of Directed IRA and Directed Trust Company, a lawyer, a best-selling author, and a national speaker and expert on self-directed retirement accounts.

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, 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/

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.