Allowable and Non-Allowable HSA Investments

Allowable HSA Investments

• Bank Accounts

• Annuities

• Certificates of Deposit

• Stocks

• Bonds

• Mutual Funds

• Certain types of Bullion or Coin

Non- Allowable HSA Investments

• Collectables including:

- any works of art

- antiques

- metals

- gems

- stamps

- coins

- alcoholic beverages

- other personal property as described in Section 408(m)(3) of the Internal Revenue Code

• Life Insurance Contracts

* Note: Your HSA custodian or trustee may restrict certain types of investments.