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Mat Sorensen

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Mat Sorensen is a wealth lawyer, entrepreneur, author, and podcast host. He is the CEO of Directed IRA by Directed Trust Company, one of the fastest-growing self-directed IRA providers, serving over 20,000 clients and managing more than $2.2 billion in assets. Sorensen is also the co-managing partner of KKOS Lawyers, a business and tax law firm dedicated to serving business owners and investors. He is a recognized authority on self-directed IRAs and 401(k)s, particularly for investing in real estate and alternative assets.

Early Life and Education

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Mat Sorensen earned his Bachelor of Science degree in Economics from the University of Utah in 2001. He went on to receive his Juris Doctor degree from the University of Maryland School of Law in 2004.

Career

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Directed IRA

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Sorensen serves as the CEO of Directed IRA & Directed Trust Company. The company specializes in establishing and serving as custodian for a variety of self-directed accounts, including IRAs, Roth IRAs, HSAs, Coverdells, Solo 401(k)s, and custodial accounts. These accounts enable investments in self-directed asset classes such as real estate, private equity, IRA/LLCs, precious metals, and cryptocurrency. Clients can open accounts online through the Directed IRA platform.

Under his leadership, Directed IRA has grown rapidly, becoming a key player in the self-directed investment industry.

KKOS Lawyers

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In addition to his role at Directed IRA, Sorensen is a partner at KKOS Lawyers, where he has worked with thousands of self-directed investors. His clients include banks, trust companies, third-party administrators, government agencies, and investment sponsors seeking legal expertise on self-directed IRA matters.

Author

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Mat Sorensen is the author of The Self-Directed IRA Handbook, a bestseller in its category with over 60,000 copies sold. The book is widely regarded as the most referenced resource in the self-directed IRA industry. First published in 2013, it has become a go-to guide for investors and professionals navigating the complexities of self-directed retirement accounts.

Podcast Host

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Sorensen co-hosts two popular podcasts:

Both podcasts have collectively garnered over 2.5 million downloads.

Achievements

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  • CEO of Directed IRA, a company managing over $2.2 billion in assets.
  • Bestselling author of The Self-Directed IRA Handbook.
  • Co-host of podcasts with over 2.5 million downloads.
  • 70,000+ Youtube Subscribers

Publications

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See Also

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References[1]

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articles from: Entrepreneur , Nar , Attorney at Law Magazine

  1. ^ Sorensen, Mat. "Mat Sorensen - Author Biography". Entrepreneur. Retrieved 2025-01-08.