About Mat
Founder & CEO Directed IRA & Directed Trust Company ($2.5B in assets) where Mat leads the fastest growing self-directed IRA custodian offering IRA and other tax advantaged accounts that can invest into real estate, private companies/funds, and alternative assets. Directed is an INC 500 winner with over 1,134% growth in the past 3 years.
Senior Parter at KKOS Lawyers, LLP where Mat serves in a board and advisory role. Mat no longer represents clients or practices law. Mat and his partner Mark built the firm over the past 20 years to a national tax and business boutique assisting the main street business owner and investor. KKOS Lawyers has 4 offices and a team of over 50 legal professionals serving clients.
Co-Founder of Main Street Business Services where Mat serves in a strategic and advisory role to the company’s leadership team. Main Street Business Services serves small business owners and investors for registered agent, corporate compliance, and privacy address services for their LLCs and corporations.
Mat is the Author of The Self-Directed IRA Handbook. The Handbook has sold 50,000 copies and is the most widely used book in the self-directed IRA industry. It is used by most trust companies and banks which offer self-directed accounts and by the national association in the industry for credential training, professionals, and government regulators. Mat is also a VIP Contributor for Entrepreneur Magazine and has been quoted, cited, or published by the Wall Street Journal and Forbes.
Mat is a member of or has served on Boards of the following.
- YPO Scottsdale
- Board Member, Individual Retirement Rights Coalition
- Board Member, The Coalition for American Retirement
Mat provides educational content on tax, legal, and financial topics on his YouTube Channel (Mat Sorensen) and other social media outlets. He also produces two podcasts with his co-host Mark J. Kohler – the Main Street Business Podcast (over 3M downloads) and the Directed IRA Podcast (over 500K downloads). Mat hosts two annual live events – the Self-Directed IRA Summit and the Alternative Asset Summit.
An INC 5000 award-winning company.
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.
CEO of Directed IRA
An INC 5000 award-winning company.
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.
- VIP Contributor, Entrepreneur, Visit My Author Page.
- Expert Author, Cryptopedia, Visit My Author Page.
- Former Board Member, Individual Retirement Rights Association
- Former Board Member, The Coalition for American Retirement
- Board Member, the Foundation for Entrepreneurship and Financial Literacy
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 60,000+ 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.
Education
J.D. University of Maryland
School of Law, 2004
B.S. University of Utah,
Economics. 2001
My Companies & Events
