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Secrets and Strategies of Self-Directed IRA's

Secrets and Strategies of
Self-Directed IRAs

With Author & Self-Directed Retirement Lawyer Mat Sorensen

If you aren’t utilizing self-directed IRAs, you’re robbing yourself of one of the most flexible, profitable investment mechanisms out there.

Mat Sorensen has dedicated his legal practice to helping investors with their self-directed retirement plan investments, and he’s revealing his best strategies in this month’s meeting!

Get Ready to Discover...

·  The Pros And Cons Of Using Self-Directed IRAs In Real Estate – And How To Avoid The Pitfalls Most Inexperienced Investors Make!

·  How A Self-Directed IRA Can Partner In Real Estate Deals

·  Fact Vs. Fiction: What’s Really Possible With Self-Directed IRAs? You’ll Be Astonished At How Much You’re Missing Out On If You Aren’t Yet Investing This Way!


About the Speaker...

Mat Sorensen is a lawyer and the author of The Self Directed IRA Handbook: An Authoritative Guide for Self Directed Retirement Plan Investors and Their Advisors.

Mat’s legal practice has a particular emphasis on self-directed retirement plan law. Mat has advised over a thousand clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s. In addition to account owners, his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third party administrators.

Mat regularly consults self directed IRA owners on IRC 4975 and the prohibited transaction rules, on UBTI and UDFI taxes, and has represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court. He also serves as an instructor for the Retirement Industry Trust Association’s (“RITA”) Self Directed IRA Professional certification program. RITA is the premier national association representing the self directed retirement plan industry.

In addition to Mat’s self directed retirement plan practice, he has litigated in federal and state Courts in Arizona, Utah and California, has assisted dozens of clients in raising capital through private offerings, has advised over a thousand clients in business formations and planning, and has helped clients buy/sell numerous multi-million dollar businesses.

His website is

About the Meeting...

For Investors By Investors Meetings follow the same general format each month:

6:00-7:00 pm: Come early for NETWORKING

7:00-9:00 pm: MAIN MEETING (including market updates, live investor profiles, a one-hour speaker presentation, and much more)

9:00 pm – On: Stay after for MORE NETWORKING

 Click here to RSVP now.


Join or login to comment.

  • candelario g.

    Mat was excellent in his presentation,his knowledge is outstanding,I learn a lot.

    1 · February 8, 2014

  • San Diego Investment Club F.

    Amir was great. Mat was very informative and enjoyed his presentation. Great networking with all of you. Always learning something new.

    February 7, 2014

  • Tavon W.

    Is this one structured differently? I attended in December and it was broken up into 2 separate events.

    February 6, 2014

    • Kucan & Clark P.

      Hi Tavon, There were 2 events, the Fast Start and the Main Meeting. We are doing 1 event from now on.

      February 7, 2014

  • Kucan & Clark P.

    Amir was great. Mat was very informative and enjoyed his presentation. Great networking with all of you. Always learning something new.

    February 7, 2014

  • Cheryl M

    Anyone going from Eastlake Chula Vista? I would like a ride. My first time and I'd like learn more about the group.

    February 6, 2014

  • Cheryl M

    Anyone available for a carpool from Eastlake Chula Vista?

    February 5, 2014

  • Corey M.

    I am incorporating a new business and would really find it VERY helpful to understand more about this and how to invest from my 401K.

    January 14, 2014

    • A former member
      A former member

      You picked the PERFECT place to come learn! =)

      1 · January 14, 2014

    • San Diego Investment Club F.

      We're looking forward to seeing you there Corey. Make sure to bring plenty of business cards for some great networking.

      January 16, 2014

Your organizer's refund policy for Secrets and Strategies of Self-Directed IRA's

Refunds are not offered for this Meetup.

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