Mat Sorensen
I have focused my legal practice on helping clients use self-directed retirement accounts to invest in assets they know. These clients routinely invest in real estate, crypto, private companies/funds, start-ups, and small businesses. In addition to advising self-directed investors, I have represented banks, private fund managers, and trust companies on self-directed retirement issues.
I have established thousands of LLCs, IRA/LLCs, solo 401(k)s, and s-corporations for my clients and take care to ensure that their legal, tax, and business/investment objectives are fully considered.
My legal practice at KKOS Lawyers is limited, and I spend most of my time at the firm managing firm operations and training our lawyers and staff. We have a robust self-directed retirement practice at the firm and more than 10 practicing lawyers with experience in advising clients with self-directed IRAs and 401(k)s.
Education, bar & roles
- University of Maryland School of Law, Juris Doctor
- University of Utah, BS, Economics
- Arizona
- U.S. Tax Court
Outside of KKOS
I am the founder and CEO of Directed IRA by Directed Trust Company, where we serve as custodian of self-directed retirement accounts and have processed over one billion in self-directed IRA investments.
My book, The Self-Directed IRA Handbook, has sold 35,000 copies, was an Amazon Best-Seller, and is the most widely used book in the self-directed IRA industry. It is used by the Retirement Industry Trust Association as primary curriculum for the Certified Self-Directed IRA Professional (SDIP) designation.
VIP Contributor at Entrepreneur and Expert Author at Cryptopedia. I have been quoted, cited, or referenced by The Wall Street Journal, Forbes, Yahoo Finance, and Entrepreneur on tax, legal, and retirement topics.
I am the co-host of two podcasts along with my partner Mark J. Kohler: the Main Street Business Podcast (over 1.7M downloads) and The Directed IRA Podcast.
I am the host of The Self-Directed IRA Summit, a conference dedicated to training self-directed investors and professionals.
I have consulted state banking regulators and the U.S. Government Accountability Office on issues relating to self-directed retirement accounts, and appeared on affiliate network TV on Fox and ABC as a retirement account expert.
Board Member: Individual Retirement Rights Association, The Coalition for American Retirement, and the Foundation for Entrepreneurship and Financial Literacy.
I try to maintain my youth by racing mountain and road bikes. I also love to ski and am a former ski instructor. Learn more at matsorensen.com.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.