The Self-Directed IRA Handbook, Third Edition: An Authoritative Guide For Self Directed Retirement Plan Investors and Their Advisors

The Self-Directed IRA Handbook has sold over 50,000 copies and is the most widely used book in the self-directed IRA industry. The Self-Directed IRA Handbook is the most authoritative book that comprehensively covers self-directed IRA and 401(k) investing. The Handbook is intended for new self-directed IRA investors and their professional advisors. It extensively explains the prohibited transaction rules, investment structures, common self-directed IRA investment assets (real estate, private company, private funds, cryptocurrency, IRA/LLC), and IRA tax pitfalls (UBIT & UDFI). The Handbook also includes extensive FAQs after each chapter and over 100 citations to cases, statutes, rulings, and opinions from the IRS and DOL.

Its author, Mat Sorensen, is an experienced attorney and leads Directed IRA, the fastest growing self-directed IRA account provider. Mat has been quoted or cited by government agencies and by major media outlets like the Wall Street Journal on self-directed IRA topics. He is a VIP Contributor at Entrepreneur Magazine and regularly teaches attorneys, CPAs, and financial advisors on self-directed retirement rules and planning. The Handbook has been used and referenced by federal and state government regulators and is the only book used by the self-directed industry association (RITA) for professional training and credentialing.