The Upgraded Self-Directed IRA Handbook: Second Edition (2018)

by | Jul 30, 2023 | Self Directed IRA | 2 comments




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I am excited to announce the Second Edition to The Self-Directed IRA Handbook, the best-selling and most-widely used and referenced book in the self-directed IRA industry. The Self-Directed IRA Handbook, Second Edition includes 80 new pages of content, 30 new legal citations, 3 new chapters, updated diagrams, prohibited transaction updates and new tax strategies for self-directed account owners. The Second Edition is now available on my website ( or on Amazon ( Thanks and happy reading.

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Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, Partner of KKOS Lawyers, and expert on the forefront of the self-directed industry since 2006. He is a regular Contributor at Entrepreneur and wrote The Self-Directed IRA Handbook, an Amazon Best-Seller of over 25,000 copies, which is the most widely used book in the industry. As an attorney, Mat has advised thousands of clients and financial institutions on self-directed IRA and 401(k) rules since 2006. Mat earned his B.S. Economics with the University of Utah in 2001, and his J.D. with the University of Maryland School of Law in 2004. He has been published, referenced, cited or quoted by The Wall Street Journal, The Guardian, Forbes, Entrepreneur, and Yahoo Finance on self-directed IRA matters….(read more)

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The Self-Directed IRA Handbook, Second Edition (2018): An Essential Guide for Savvy Investors

Investing for retirement is a crucial aspect of financial planning, and many individuals seek ways to diversify their portfolios beyond traditional investment options. One effective way to achieve this is by utilizing a self-directed IRA (Individual retirement account). However, understanding the intricacies of this investment vehicle can be challenging without the proper guidance. That is why “The Self-Directed IRA Handbook, Second Edition” is a valuable resource for savvy investors.

Authored by Mat Sorensen, a renowned self-directed IRA expert and attorney, this handbook provides a comprehensive and up-to-date guide on self-directed IRAs. Published in 2018, the second edition builds upon the success of the first edition, incorporating new strategies, regulations, and case studies that reflect recent developments in the self-directed IRA landscape.

One of the highlights of this handbook is its clear and concise explanations of the self-directed IRA concept. Sorensen breaks down complex concepts in a manner that is easily understandable to both beginners and experienced investors. Readers will gain a solid understanding of how self-directed IRAs work, including the rules, benefits, and potential pitfalls associated with this investment vehicle.

Another valuable aspect of the handbook is its focus on the legal and tax implications of self-directed IRAs. Sorensen, being a licensed attorney, provides crucial insights into the legal aspects of self-directed IRAs and how to navigate potential legal challenges. Furthermore, the book delves into the tax advantages and requirements of self-directed IRAs, empowering investors to optimize their tax benefits and make informed investment decisions.

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“The Self-Directed IRA Handbook” is also highly regarded for its emphasis on real-life case studies. Sorensen presents numerous examples of successful self-directed IRA investments, showcasing how individuals have utilized this strategy to invest in a wide range of alternative assets, including real estate, precious metals, private equity, and more. These case studies not only inspire readers but also serve as practical illustrations of the potential opportunities and risks that exist within the self-directed IRA realm.

In addition, the book includes valuable information on prohibited transactions and disqualified persons. Understanding these terms is crucial for self-directed IRA investors to ensure compliance with the Internal Revenue Service (IRS) regulations. Sorensen simplifies the complex regulations, providing investors with the tools to make informed and compliant investment choices.

Overall, “The Self-Directed IRA Handbook, Second Edition” is an indispensable resource for those looking to maximize their investment opportunities through self-directed IRAs. Whether you are a novice seeking to grasp the basics or an experienced investor wanting to expand your investment horizon, this book provides the knowledge and insights you need. With its comprehensive coverage, practical examples, and expert advice, it is a valuable asset for anyone interested in self-directed IRAs and their potential for enhancing retirement savings.

Investing wisely for your retirement is crucial, and “The Self-Directed IRA Handbook” equips investors with the knowledge they need to confidently navigate the world of self-directed IRAs.

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2 Comments

  1. T.H. Nguyen

    When will the audible version available?

  2. Nova Neteret

    Thank you for the info

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