Mat’s Story

About Mat

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.

In 2013, Mat became a #1 bestselling author with the SDIRA Handbook with over 50,000+ Copies Sold. The most-widely used and referenced book in the self-directed IRA industry.

“We can help people self-direct better than these other guys..”

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.

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
Mat Sorensen Lawyer

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 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.
This yearly event is dedicated to educating attendees about the world of alternative investments (ALTs), providing insights into where to locate them and offering expert guidance on their analysis.
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Education

J.D. University of Maryland
School of Law, 2004

B.S. University of Utah,
Economics. 2001

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