Qualified Trust What It Is and How It Works for Investors
1170 reads · Last updated: December 11, 2025
A qualified trust is a tax-advantaged fiduciary relationship between an employer and an employee in the form of a stock bonus, pension, or profit-sharing plan. In a qualified trust, the underlying beneficiary may use his or her life expectancy to determine required minimum distribution (RMD) amounts, but other considerations like gender, race, or salary cannot be used.
