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    Zions Direct

    5.0 (1 review)

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    11 years ago

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    Decker Retirement Planning

    Decker Retirement Planning

    (4 reviews)

    Downtown

    Decker Retirement was managing my retirement account. I received a K-1 in the mail for USO. The…read morenext day I took all of my tax forms including the K-1 form to my tax preparer and watched her prepare my income taxes. She explained to me that there would be an additional charge of $60.00 this year because of the K-1 form. This is documented on the company's web page. I asked her if I had made money on USO and she told me that I had not made money on this issue. Three days later, I received Deckers Retirement newsletter by email. An announcement in the publication said to disregard the K-1 because it was a mistake. I contacted Decker and told them of the additional tax preparation charge based on the K-1 form sent by mistake and told the planner that I should be reimbursed because of their mistake. He told me it was the fault of the company that manages the individual stock issues. I asked him for the name of the company so I could contact them and he refused to provide the information. I am no longer with Decker Retirement.

    Decker Retirement have been so easy to work with and they have spent the needed time to explain the…read moreplan completely to my wife and me. The planning is so in depth. I appreciate how they listen and incorporate your need and desires into their planning. I would recommend Decker Retirement planning to anyone preparing for retirement. The plan is so complete and I have gone from anxious to being confident. They are great and I consider them as our partners. Give them a try! You will be glad that you did!

    Zions Direct - financialservices - Updated July 2026

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