Mat Sorensen - Attorney, Author, SDIRA Expert

For local users in Phoenix, Arizona, seeking highly specialized legal expertise in the realm of Self-Directed IRAs (SDIRAs), Solo 401(k)s, and related areas, Mat Sorensen – Attorney, Author, and SDIRA Expert – offers a unique and valuable resource within the "Lawyers Near Me" category. Located at 3033 N Central Ave STE 400, Phoenix, AZ 85012, USA, Mat Sorensen provides a professional point of contact for individuals and businesses looking to navigate the complexities of these specialized retirement and investment vehicles. While the provided information does not include customer reviews, Mat Sorensen's designation as an Attorney, Author, and SDIRA Expert strongly suggests a deep understanding and focus on this niche area of law. The office address in a commercial building in Phoenix indicates a professional environment suitable for client consultations and legal work.

The core services offered by Mat Sorensen likely revolve around providing legal guidance and expertise related to Self-Directed IRAs (SDIRAs) and Solo 401(k) plans. As an author and recognized expert in this field, his services would likely include advising clients on the establishment, maintenance, and compliance of these types of retirement accounts. This could involve explaining the specific rules and regulations governing SDIRAs and Solo 401(k)s, assisting with the structuring of investments within these plans (such as real estate, private equity, and other alternative assets), and helping clients avoid potential prohibited transactions or other compliance issues. Given his dual role as an attorney, he can provide legal opinions, draft necessary legal documents, and represent clients in any legal matters related to their SDIRAs or Solo 401(k)s.

One of the key features that distinguishes Mat Sorensen is his specialized expertise in SDIRAs. This is explicitly stated in his professional title, indicating a focused practice area rather than a general legal practice. In the context of "Lawyers Near Me," this specialization is a significant benefit for local users who require specific knowledge in this niche area of retirement and investment law. His role as an author further underscores his deep understanding of the subject matter, suggesting that he is not only practicing law in this area but also actively contributing to the body of knowledge through his publications. This dual expertise as an attorney and author likely positions him as a highly knowledgeable and authoritative figure in the field of SDIRAs.

Another likely feature of Mat Sorensen's practice is his ability to provide comprehensive guidance on the often-intricate rules and regulations surrounding SDIRAs and Solo 401(k)s. These types of retirement accounts offer unique opportunities for investment but also come with specific compliance requirements. Clients working with Mat Sorensen can likely benefit from his expertise in navigating these rules, ensuring their accounts are structured and operated in accordance with the law. This is particularly important for individuals considering non-traditional investments within their retirement plans, as these can carry a higher risk of prohibited transactions or other compliance violations if not handled correctly.

The fact that Mat Sorensen is an attorney provides an additional layer of security and expertise for clients. As a licensed attorney, he is bound by professional ethics and has a legal obligation to represent his clients' best interests. This legal framework adds a level of assurance that might not be present when working with non-attorney advisors in the SDIRA space. His legal background equips him to provide advice on the legal implications of various SDIRA and Solo 401(k) strategies and to represent clients in any legal disputes that may arise.

In terms of promotional information, Mat Sorensen's title itself – "Attorney, Author, SDIRA Expert" – serves as a powerful form of self-promotion. It clearly communicates his specialization and expertise to potential clients searching within the "Lawyers Near Me" category for assistance with Self-Directed IRAs. His authorship suggests a high level of knowledge and credibility in the field, potentially making him a sought-after resource for those looking for in-depth understanding and guidance. The provision of both a standard phone number, (602) 761-9798, and a mobile number, +1 602-761-9798, offers convenient ways for local users to contact him for inquiries or to schedule a consultation. The address at 3033 N Central Ave STE 400 in Phoenix also establishes his local presence and accessibility for in-person meetings.

For local users in Phoenix considering utilizing Self-Directed IRAs or Solo 401(k)s for their retirement and investment goals, or those who already have such accounts and need expert legal guidance, Mat Sorensen presents a specialized and potentially invaluable resource. His dual expertise as an attorney and an author in the SDIRA field suggests a deep and comprehensive understanding of the legal and practical aspects of these investment vehicles. By contacting him at the provided phone number or visiting his office, local users can explore how his specialized knowledge can benefit their specific financial and retirement planning needs within the complex landscape of self-directed retirement accounts.

In conclusion, Mat Sorensen – Attorney, Author, SDIRA Expert – offers highly specialized legal services in Phoenix for individuals and businesses interested in Self-Directed IRAs and Solo 401(k) plans. His unique combination of legal expertise and in-depth knowledge of SDIRAs, evidenced by his authorship and professional title, positions him as a leading resource in this niche area of law for the local Phoenix community. For those seeking expert guidance on establishing, managing, and complying with the regulations governing these self-directed retirement accounts, Mat Sorensen provides a focused and potentially indispensable service within the "Lawyers Near Me" category. Contacting him directly is the recommended next step for local users to explore his expertise and how it can address their specific needs.