Mat Sorensen, a wealth lawyer, financial coach, and Entrepreneur. He is the CEO of Directed IRA by Directed Trust Company, the fastest-growing self-directed IRA provider with 15,000 accounts and over $1.5B in assets. Mat is also a co-managing partner of KKOS Lawyers, a business and tax law firm dedicated to business owners and investors. He is the best-selling author of The Self-Directed IRA Handbook and is the foremost authority on using IRAs and 401ks to invest in real estate and alternative assets. Mat co-hosts two podcasts, the Main Street Business Podcast and the Directed IRA Podcast, which have over 2.5M downloads.
“We can help people self-direct better than these other guys..”
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.
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 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 50,000+ 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.
School of Law, 2004
B.S. University of Utah,