Well, you're kind of in a quandry now aren't yet? With a lift you can run 245/75 or 265/70, without a lift, biggest you can run is 245/70. If you have to have tires now, then you are stuck with the smaller size unless you can get the lift on first.
Recommendations all depends on what you need. Want a good all terrain, many people like BFG's, Firestone, Etc. I currently have Toyo open country's on my Tahoe, good higway manners, decent in snow, crappy though in mud or wet grass, seem to clog quickly. They are wearing good though. I've always ran Dayon Timberlines on our S10 blazer and really liked them even though they've changed the tread to a more highway tread, used to be more open, but still a good all around tire. Can't recommend a mud tire as I've really never needed them or ran them.
I know exactly what Tom suggested for you to put together, which is excellent advice, but you could possbily run a spacer kit for a bit until you can save up money for the rest. You would have to buy front and rear shocks either way, so you go cheap on the spacers for now since you need tires desperately, then upgrade to the OME springs.... just my
