Coast Hills

Extra Savings Options

Trust Accounts

Build wealth and manage money for loved ones. Contact a CoastHills advisor for more information on the types of trusts we offer and how they work.

Health Savings Accounts (HSAs)

A CoastHills HSA is a tax-exempt account that lets you save specifically for qualified medical expenses. To be eligible for this account, you must:

  • Be covered by a high deductible health plan
  • Have no other health coverage (with a few exceptions) and not be enrolled in Medicare
  • Not be claimed as a dependent on someone else's tax return

Contributions to HSA's made by April 15 may have tax advantages for the prior year.

We can personally help you set up your extra savings account. Give us a call at (800) 262-4488 or stop by a CoastHills location.