My wonderful husband passed away two weeks ago after a short but valiant battle with cancer. He was 62. Since I currently receive a teaching pension, I cannot collect on his Social Security (weird rule in state of Ct. and perhaps some other states). I am in the process of gathering up all of the accounts, and beginning to file the necessary paperwork. Jim had several Roth IRA's and tax sheltered annuities. As his beneficiary, do you know if I can roll them over into my name? I am hoping I won't have to cash them in as I don't need the money now. Also, a bit morbid, but is there a chance funeral expenses can be claimed on Income Tax?? They were over $20,000. All of these little details do keep me busy. I always get the best advice on TUG. I am going to use an accountant when I have all of the statements, but a little advance information will be most appreciated. He always managed the finances and filed our income tax. I claim total ingnorance on these issues...I was the travel planner.