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Take Control of
Your Retirement™

Invest in what you know and take control of
your retirement with a Self-Directed IRA.
Published, Cited or Referenced by:

SDIRA Summit -Spring 2022

Buy Recording Now

  • Over 9 hours of Self-directed IRA training with industry experts.
  • Mat Sorensen – Attorney, Author, SDIRA expert.
  • Mark J. Kohler – Attorney, Author & CPA.
  • Katie Nentwick, Attorney.
  • Aaron Halderman – COO of Directed & Directed IRA Trust Company.
  • Steve Olson – Director of Sales for the Fourplex Investment Group (FIG).

I Wrote the Book on

Self-Directed IRAs

I wrote the #1 book on self-directed IRAs that has sold over 35,000 copies. I have been quoted by major media publications and have appeared on network TV on tax, legal, and retirement topics.

VIP Contributor for Entrepreneur

I’m a VIP contributor for Entrepreneur.com where I write regularly on tax, legal, and retirement topics. I have multiple articles that have been ranked #1 most popular on the site.

VIP Contributor for Entrepreneur

I’m a VIP contributor for Entrepreneur.com where I write regularly on tax, legal, and retirement topics. I have multiple articles that have been ranked #1 most popular on the site.

Expert Author at Cryptopedia

I’m an Expert Author at Cryptopedia where I have articles on buying and selling Crypto with an IRA. I have been at the forefront of the crypto IRA industry since 2017and have helped thousands of crypto investors since then.

Published Work

VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.

My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US

Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles

My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.

In The Media

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

Read. Listen. Watch.

Learn about self-directing from my
articles, podcasts, and videos

Total SDIRA Bundle:

The Self-Directed IRA Handbook, Second Edition (eBook Version)
The Self-Directed IRA Handbook Video Series: A 1.5-hour video series
SDIRA Summit Video Series: 12-hour video series including materials for each presentation recorded at the 2021 SDIRA Summit.

My Blog

Top Ten Frequently Asked Self-Directed IRA Questions (and Answers)

It’s finally here: my top ten frequently asked self-directed IRA questions! Whether you’re just getting started or you’ve been investing with a Self-Directed Account for decades, make sure you…

Self-Directed IRA Basics: What is a Self-Directed IRA?

What is a self-directed IRA? A self-directed IRA is an IRA (Roth, Traditional, SEP, Inherited IRA, SIMPLE) where the custodian of the account allows the IRA to invest in any investment allowed by law…