Mat is a Wealth Lawyer and Award-Winning Entrepreneur. He is Founder and CEO of Directed IRA & Directed Trust Company where they have over $3B of assets under administration. Directed IRA is a 3 time INC 5000 winner as one of the fastest growing companies in America. Mat is also a Senior Partner at KKOS Lawyers where he serves in an advisory role and does not practice law. KKOS Lawyers is a business and tax law firm that serves clients nationwide from its offices in CA, AZ, UT, and ID. Mat is also co-founder of Main Street Business Services, a company compliance business handling registered agent services as well as annual renewals, minutes, and filings for over 10,000 LLCs and corporations in all 50 states.
Mat is a VIP Contributor for Entrepreneur and is the author of the #1 book in the self-directed field, The Self-Directed IRA Handbook, which has sold over 50,000 copies.
Mat Sorensen - Wealth Lawyer & Entrepreneur
Going LIVE, Today 4pm PT, on Wealth Office Hours.
If you’re trying to finalize your taxes and haven’t looked at your retirement account strategy yet, you may still have time to make moves that impact your 2025 tax return.
In this week’s live, we’re breaking down the IRA and 401(k) strategies you can still implement before the April 15 deadline, including:
• IRA and Roth IRA contribution strategies
• Backdoor Roth timing
• HSA contributions that still count for 2025
• Solo 401(k) rules for business owners
• How some investors can effectively double up contributions across tax years
Too many people focus on filing their return instead of maximizing the strategies that affect it.
Join me live, bring your questions, and let’s make sure you’re not leaving tax savings or retirement growth on the table.
18 hours ago | [YT] | 0
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Today at 8:00 AM PT (9:00 AM MST) I’ll be going live again for Wealth Office Hours — Spring Break Edition.
Get your tax questions answered so you can actually relax during spring break.
Before you file your tax return, make sure you’re not leaving money on the table. We’ll be breaking down key tax strategies to consider before filing, including the standard vs. itemized deduction, bonus depreciation, QBI, and other planning moves that could impact how much you pay.
Join me live, bring your questions, and let’s talk strategy. Let’s make spring break fun and stress-free!!
1 week ago | [YT] | 5
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Mat Sorensen - Wealth Lawyer & Entrepreneur
BIG NEWS...
Wealth Office Hours LIVE is officially here!
Join me LIVE every Thursday at 4pm PT / 7pm ET for a weekly breakdown of
✅ Breaking investing and wealth-building news
✅ Issues directly impacting your wallet
✅ Live answers to your most pressing financial questions
This is your exclusive chance to get ahead in the investing world and build real wealth.
👇What's the #1 financial topic on your mind right now?
(Don't forget to hit Subscribe 🔔 and turn on notifications so you never miss out!)
4 weeks ago | [YT] | 16
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Mat Sorensen - Wealth Lawyer & Entrepreneur
What's going on with Bitcoin and Crypto? I was honored to be on and share my thoughts on the $50 Trillion in retirement accounts that is allocating more to Crypto with Scott Melker, The Wolf of All Streets, Tillman Holloway and Andrew Parish of Arch Public.
4 months ago | [YT] | 0
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Breaking News!! House has officially passed the new tax bill. Going live at 8:30 PT-
9 months ago | [YT] | 20
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Going live in a little over an hour with some updates on individual benefits in the One, Big Beautiful Tax Bill.
9 months ago | [YT] | 20
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Going live at 4PM PT. Breaking News- New House Tax Bill Released.
10 months ago | [YT] | 21
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Going live in 20 minutes! New BOI Update, FINcen Extends the deadline!
1 year ago | [YT] | 18
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Mat Sorensen - Wealth Lawyer & Entrepreneur
I'm back this week with a new Team Wealth Building live stream at noon Pacific! Join me for 'Self-Directed IRA Summer School - How to Invest in Real Estate and More.' Drop your questions at the Ask Mat feature on my website.
Link to watch: youtube.com/live/jEr_4BE0AMo?feature=share
1 year ago | [YT] | 8
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Mat Sorensen - Wealth Lawyer & Entrepreneur
Tune in live today at Noon Pacific as I get into why your net worth experiences a significant surge after hitting $100K! The powerful impact of compound interest and how you can achieve this tax-free within a self-directed retirement account. Don't miss this episode of the Team Wealth Building livestream! Join us live here on my Youtube channel!
#CompoundInterest #WealthBuilding #SelfDirectedIRA #TaxFreeInvesting #FinancialEducation #RetirementPlanning #TeamWealth #DirectedIRA #MatSorensen
1 year ago | [YT] | 13
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