Secrets and Strategies of
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!
· And MUCH MORE!
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 www.sdirahandbook.com.
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.