Roads, what are your goals for your buildup? Tire size and terrain would affect my decision on how to build another rig. I started my build with 33" tires as my goal, running trails in Moab and the Rubicon.
I would say yes to getting the adjustable arms. I upgraded both the upper and lower arms in my build up. They are good for changing axle location as well as pinion angle. Better to get them now, rather than later. The HD track bar is a definate yes. The mounting bracket is way better then using the factory frame mount. You also get a Super Flex joint as apposed to the rod end in the standard RE trackbar.
I would recommend the 5.5" short arm kit. It includes the HD track bar and mount. You also get the drop brackets and braces, which are nice if your not running long arms, even if they are a PITA to install. To run your ACOS I would swap out the front coil for the one that is an inch shorter to compensate, regardless of which lift you do get.
What I have learned, currently i'm running the 3.5" ZJ coils(about the same as a 4.5 XJ coil) with my ACOS up about 1 inch. That combined with the 4.5" leafs and shackle its about perfect for 33's. Although I am weighed down by bumpers and a winch. I originally ran without the ACOS and the 3.5" leaf and shackle and fully loaded down I felt it was a bit low. I wish I had started with the 5.5" lift as it would have saved be some $$$.
Greg