What we're about
Upcoming events (1)
***PLEASE NOTE: To attend this event, please text me the word "IRA16" along with your FULL NAME and EMAIL ADDRESS to (424)[masked]. I will text you back the address and information. Seats are limited, so please RSVP to reserve your spot! This is a FREE EVENT. An opportunity you do NOT want to miss!! Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts. AUTHOR Mat is the best-selling author of the Self-Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors. The Self Directed IRA Handbook has received numerous distinctions. Over 20,000 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. An Amazon Best-Seller and 5 Star Customer Rating. LAWYER Mat has advised thousands of 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. Attorney at Law Magazine profiled Mat’s niche legal practice on self-directed IRAs in “Building a Niche Practice”, and awarded him “Attorney of the Month” in the feature, “Mat Sorensen: The Master of IRA Investments.” NATIONAL SPEAKER AND EXPERT Mat routinely speaks to investors and professional groups on self-directed IRA topics. Mat is the host and keynote speaker at the annual Self-Directed IRA Summit held annually in Scottsdale, AZ. Mat serves as a primary instructor for the Self-Directed IRA Professional certification program. The certification program has had hundreds of attendees that have included sales, compliance, CEOs, General Counsel, and regulators from across the self-directed IRA industry. RITA is the premier national association representing the self-directed retirement plan industry. Self Directed Retirement Planning & ERISA Mat has advised over 1,000 clients who self-direct their retirement accounts in alternative investments to ensure that their investments comply with the prohibited transaction rules in IRC 4975 and ERISA. Mat represents clients in self-directed IRA matters before the IRS and in the U.S. Tax Court. He routinely advises retirement plan clients on UBTI and UDFI taxes in retirement plan investments and has advised numerous clients on private offerings seeking retirement plan funds and on the plan asset rules, fiduciary rules, and other requirements to such structures. He routinely advises clients in finding solutions and structures to achieve investment objectives. He has helped clients establish legitimate IRA/LLC’s and partnerships for the investment of their accounts and work with their client account custodians and administrators in creating legitimate investment structures that are in compliance with IRC 4975 and/or ERISA.