Discussing Self-Directed IRA and Real Estate Investment with Mat Sorensen on CPA Huddle

by | Apr 26, 2024 | Self Directed IRA | 2 comments




In this episode, we bring you none other than the man, the myth, the legend, Mr. Mat Sorensen. With over one Billion (yes, one Billion with a B) in asset management, Mat has become an authority when it comes to helping others with investments by utilizing their Roth IRA and other vehicles, to help them save money in taxes. You are going to want to tune in and watch, to learn the different ways you can invest your money without paying half of it in taxes. When he realized how many business owners and investors out there were oblivious to these methods, he decided to pour all his knowledge into his book, The Self Directed IRA Handbook. We will post a link down below, along with our podcast info.

Feel free to ask any questions to Mat, in the comment section and we will relay those to him so we can post the answers for you.

Get your copy of The Self-Directed IRA Handbook here:

Watch other episodes on our podcast, The CPA Huddle:

Also, visit my Co-Host Eric Pierre’s website if you are in Austin, California, or San Diego: …(read more)


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REVEALED: Best Gold Backed IRA


CPA Huddle is a groundbreaking online platform that provides valuable resources and tools for CPAs and financial professionals. One of the key features of CPA Huddle is the Self-Directed IRA with Mat Sorensen program, which is designed to help individuals take control of their retirement savings and invest in real estate.

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Mat Sorensen, a nationally recognized expert in the field of self-directed IRAs, leads the program and provides participants with the knowledge and guidance they need to successfully navigate the world of real estate investment. Sorensen’s expertise and experience in this area make him an invaluable resource for anyone looking to diversify their investment portfolio and secure their financial future.

The Self-Directed IRA with Mat Sorensen program is particularly well-suited for individuals who are interested in investing in real estate but are unsure of how to get started. Sorensen guides participants through the process of setting up a self-directed IRA, selecting investment properties, and managing their investments to maximize returns.

One of the key benefits of investing in real estate through a self-directed IRA is the potential for tax savings. By utilizing a self-directed IRA, investors can shield their real estate earnings from taxes, allowing them to grow their wealth more effectively over time.

In addition to the Self-Directed IRA program, CPA Huddle offers a range of other resources and tools for financial professionals, including webinars, articles, and expert Q&A sessions. These resources are designed to help CPAs stay up-to-date on the latest trends and techniques in the world of finance and investment, ensuring that they can provide the best possible guidance to their clients.

Overall, CPA Huddle and the Self-Directed IRA with Mat Sorensen program are excellent resources for individuals looking to take control of their retirement savings and invest in real estate. With the guidance of experts like Mat Sorensen, participants can navigate the complexities of real estate investment with confidence and build a more secure financial future.

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2 Comments

  1. @jocboii793

    ignatius representing for az cpa at the real estate tax summit! How do we get consulting? You do training?

  2. @elizabethkelton583

    Loved listening (and learning!) to your comments, strategies and real-life examples at the Real Estate Tax Summit!

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