The Self Directed IRA Handbook


The Handbook clearly explains the prohibited transaction rules, investment structures, common self directed IRA investment assets (real estate, private company, IRA/LLCs, private equity, hedge funds, crowdfunding, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 130 citations to cases, statutes, rulings, and opinions from the IRS and DOL.

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  • Over 35,000 copies sold
  • Most-Widely Used Book in the SDIRA Industry
  • Endorsed and used by most major self-directed IRA custodians
  • A Five-Star Rated Amazon Best-Seller
  • 19 Chapters Covering all Topics Applicable to
    Self-Directed Investors
  • $19.99 Paperback, $9.99 E-Book, or $25.99 for Both

Pages: 324 | Format: Paperback 6″ x 9″

Publication Date: 5/21/2018 | View The Table Of Contents


The “Self Directed IRA Handbook” by attorney Mat Sorensen is the most comprehensive book ever written about one of the best investment and retirement savings tools ever created: the Self-Directed IRA. Mat has performed the impossible by effectively delivering complex information in an easily understandable manner for the layperson while providing the necessary legal basis to suit the professional. Mat’s book is a “must-read” for investors, attorneys, CPAs, and other professionals and other interested individuals wanting to learn about all there is to know about Self-Directed IRAs. – Tom W. Anderson - President, RITA, and Founder and Vice Chairman, PENSCO Trust Company

Mat’s books is a great reference guide for self-directed IRA investing – Best I’ve seen in 30 years of being in the business. – Harry Veldkamp - CEO, Polycomp Trust Company

Mat’s book is an excellent resource for self directed IRA owners and their advisors. It is the first of its kind in our industry. Mat has truly written an “Authoritative Guide” for self-directed IRAs. – Pamela Constantino

Mat is truly an expert on self-directed IRAs, and his book is the one book that every self-directed IRA investor should read. – Mark J. Kohler - CPA, Attorney, Author

Mat’s book is the most practical and comprehensive self-directed IRA guide in our industry. Reading this handbook should be the first step for any alternative asset investor, investment sponsor, or trusted advisor that seeks to become informed about how to maximize the value of IRAs. – J.P. Dahdah - CEO, Vantage Self-Directed Retirement Plans

I highly recommend The Self Directed IRA Handbook to anyone seeking to enhance his or her knowledge of how best to invest retirement funds in alternative assets through a self-directed retirement plan - Mary Mohr - MBA,JD, Executive Director, Retirement Industry Trust Association