Overview

The Self-Directed IRA Handbook is the most widely used book in the self-directed IRA industry. The first edition was released in 2013 and sold over 20,000 copies. The Second Edition added 80 new pages of content and three new chapters (solo 401(k), cryptocurrency, valuations) with over 50 new citations. The Handbook, now in its Second Edition, clearly explains the prohibited transaction rules, investment structures, common self-directed IRA investment assets (real estate, private company, IRA/LLCs, private equity, hedge funds, crowdfunding, crytpocurrency, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 150 citations to cases, statutes, rulings, and opinions from the IRS and DOL.

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9780692122402

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Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts. Mat has been quoted or referenced by major publications such as The Wall Street Journal, The Guardian, Forbes, Entrepreneur, Attorney at Law Magazine, and Yahoo Finance. 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. Mat is a partner at Kyler Kohler Ostermiller & Sorensen, LLP in its Phoenix, AZ office. Mat Received his B.S. in Economics from the University of Utah in 2001 and his Juris Doctor degree from the University of Maryland School of Law in 2004. Mat's website is www.matsorensen.com

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