Mat Sorensen – Attorney, Author, SDIRA Expert is a nationally recognized tax attorney and wealth lawyer specializing in self-directed IRAs and alternative asset investments. As the author of the industry-leading book “The Self-Directed IRA Handbook” and founder of a top-ranked IRA custodian, he stands out for his deep expertise in helping investors leverage retirement accounts for non-traditional investments.
With over a decade of experience and leadership role at an INC 500 company managing over $2.5 billion in assets, Mat offers a unique combination of legal insight and practical investment strategy. He focuses on empowering entrepreneurs, real estate investors, and individuals seeking to diversify their retirement portfolios through legally compliant and tax-advantaged structures. His approach integrates legal advisory with educational resources, including podcasts, summits, and comprehensive guides.
Services Offered
- Tax attorney services
- Self-directed IRA legal guidance
- Wealth and investment legal structuring
- IRA/LLC formation and compliance
- Prohibited transaction analysis
- UBIT and UDFI tax advisory
- Real estate investment legal support
- Private equity and hedge fund IRA investing
- Alternative asset investment legal counsel
- Retirement account compliance and oversight
- Educational resources and publications
- Podcast hosting for investor education
- Investment summit hosting and speaking
Mat Sorensen is a frequent contributor to major publications like Entrepreneur and Realtor Magazine, and his advisory roles extend to legal and business service firms, reinforcing his status as a leading authority in self-directed retirement strategies.
